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Morningstar

iShares Russell Mid-Cap Index Instl BRMIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.11  /  +1.22 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.100%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.33%
  • Turnover 20%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 PM GMT+0

Morningstar’s Analysis BRMIX

Will BRMIX 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 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.

A sound investment process and strong management team underpin iShares Russell Mid-Cap Index Instl'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 BRMIX

More BRMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.07 21.1 Mil
Cash and Equivalents

iShares Russell Mid-Cap ETF

0.85 16.9 Mil
—

Phillips 66

0.62 12.2 Mil
Energy

Parker Hannifin Corp

0.61 12.0 Mil
Industrials

CrowdStrike Holdings Inc Class A

0.58 11.5 Mil
Technology

Trane Technologies PLC Class A

0.58 11.5 Mil
Industrials

Amphenol Corp Class A

0.57 11.3 Mil
Technology

KKR & Co Inc Ordinary Shares

0.57 11.3 Mil
Financial Services

TransDigm Group Inc

0.56 11.0 Mil
Industrials

PACCAR Inc

0.54 10.7 Mil
Industrials