Morningstar

iShares Russell Mid-Cap Index Fund Institutional Shares BRMIX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $17.52  /  +0.40 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 0.100%
  • Net Expense Ratio 0.090%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis BRMIX

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

  • People Pillar

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

Cheap and broad exposure to mid-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares Russell Mid-Cap offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

by Brendan McCann
Rated on Published on

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Portfolio Holdings BRMIX

More BRMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell Mid-Cap ETF

1.17 31M
—

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Cloudflare Inc

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BlackRock Cash Funds Treasury SL Agency

0.60 16M
Cash and Equivalents

Robinhood Markets Inc Class A

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Datadog Inc Class A

0.55 15M
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Hewlett Packard Enterprise Co

0.49 13M
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.48 13M
Communication Services

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