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Morningstar

iShares Russell 1000 Large-Cap Idx K BRGKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 31.73  /  −0.81 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.28%
  • Turnover 13%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BRGKX

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Russell 1000 Large-Cap Idx K's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRGKX

More BRGKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.52 2.0 Bil
Technology

Apple Inc

5.65 1.8 Bil
Technology

NVIDIA Corp

3.98 1.2 Bil
Technology

Amazon.com Inc

3.37 1.1 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.30 715.1 Mil
Communication Services

Alphabet Inc Class A

1.74 542.7 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.59 494.5 Mil
Financial Services

Alphabet Inc Class C

1.49 462.8 Mil
Communication Services

Eli Lilly and Co

1.35 420.7 Mil
Healthcare

BlackRock Cash Funds Treasury SL Agency

1.22 380.3 Mil
Cash and Equivalents