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Morningstar

iShares Russell 1000 Large-Cap Idx Instl BRGNX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 27.53  /  0.22 %
  • Total Assets 882.5 Mil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.47%
  • Turnover 22%

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:24 PM GMT+0

Morningstar’s Analysis BRGNX

Will BRGNX 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 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin iShares Russell 1000 Large-Cap Idx Instl's Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRGNX

More BRGNX Holdings
  • Current Portfolio Date
  • Equity Holdings 1008
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.56
1,672,094,422
Technology

Microsoft Corp

5.91
1,507,441,219
Technology

Amazon.com Inc

2.41
614,538,241
Consumer Cyclical

NVIDIA Corp

1.69
430,461,080
Technology

Alphabet Inc Class A

1.66
423,354,971
Communication Services

Berkshire Hathaway Inc Class B

1.52
388,646,723
Financial Services

Alphabet Inc Class C

1.46
371,177,934
Communication Services

Meta Platforms Inc Class A

1.37
350,629,283
Communication Services

Exxon Mobil Corp

1.25
319,757,757
Energy

UnitedHealth Group Inc

1.18
301,796,337
Healthcare