Morningstar

iShares Total U.S. Stock Market Index Fund Class K BKTSX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $35.43  /  −0.11 %
  • Fund Size $5.0B
  • Adjusted Expense Ratio 0.020%
  • Net Expense Ratio 0.020%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.06%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis BKTSX

Will BKTSX 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 BKTSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BKTSX 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 BKTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Total US Stock Market Idx K holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BKTSX

More BKTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.87 334M
Technology

Apple Inc

6.12 297M
Technology

Microsoft Corp

5.03 244M
Technology

Amazon.com Inc

3.36 163M
Consumer Cyclical

Alphabet Inc Class A

2.63 128M
Communication Services

Broadcom Inc

2.30 112M
Technology

Alphabet Inc Class C

2.14 104M
Communication Services

Meta Platforms Inc Class A

1.68 82M
Communication Services

Micron Technology Inc

1.44 70M
Technology

Tesla Inc

1.43 70M
Consumer Cyclical

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