Morningstar

iShares Russell Mid-Cap Index Fund Class K BRMKX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $17.60  /  −0.45 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 0.040%
  • Net Expense Ratio 0.040%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.38%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis BRMKX

Will BRMKX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRMKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRMKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRMKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap and broad exposure to mid-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares Russell Mid-Cap offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

by Brendan McCann
Rated on Published on

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Portfolio Holdings BRMKX

More BRMKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

0.86 22M
Energy

Snowflake Inc Ordinary Shares

0.84 21M
Technology

Cloudflare Inc

0.82 21M
Technology

Phillips 66

0.76 19M
Energy

iShares Russell Mid-Cap ETF

0.76 19M
—

Datadog Inc Class A

0.67 17M
Technology

Robinhood Markets Inc Class A

0.64 16M
Financial Services

Hewlett Packard Enterprise Co

0.63 16M
Technology

BlackRock Cash Funds Treasury SL Agency

0.60 15M
Cash and Equivalents

Lumentum Holdings Inc

0.56 14M
Technology

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