Strength in iShares Russell 2000 Small-Cap Idx K’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 19.84 / 0.40 %
- Total Assets 2.6 Bil
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Adj. Expense Ratio
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- Expense Ratio 0.070%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 5,000,000
- Status Open
- TTM Yield 1.34%
- Turnover 38%
Morningstar’s Analysis BDBKX
Will BDBKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Nov 30, 2022
- Equity Holdings 1953
- Bond Holdings 0
- Other Holdings 13
- % Assets in Top 10 Holdings 3.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
BlackRock Cash Funds Treasury SL Agency
0.54
21,150,252
Cash and Equivalents
iShares Russell 2000 ETF
0.35
13,739,280
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