Morningstar

iShares Russell 1000 Large-Cap Index Fund Institutional Shares BRGNX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $48.16  /  −1.15 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.110%
  • Net Expense Ratio 0.110%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.98%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis BRGNX

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

  • People Pillar

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

Broad exposure to US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares Russell 1000 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge. However, there are cheaper alternatives.

by Brendan McCann
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Portfolio Holdings BRGNX

More BRGNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.21 3B
Technology

Apple Inc

6.42 3B
Technology

Microsoft Corp

5.28 2B
Technology

Amazon.com Inc

3.53 1B
Consumer Cyclical

Alphabet Inc Class A

2.77 1B
Communication Services

Broadcom Inc

2.41 1B
Technology

Alphabet Inc Class C

2.23 940M
Communication Services

Meta Platforms Inc Class A

1.76 742M
Communication Services

Micron Technology Inc

1.51 637M
Technology

Tesla Inc

1.51 634M
Consumer Cyclical

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