Morningstar

iShares Russell Small/Mid-Cap Index Fund Institutional Shares BSMIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 22.03  /  −0.23 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.110%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 1.06%
  • Turnover 36%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BSMIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Russell Small/Mid-Cap Idx Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BSMIX

More BSMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SanDisk Corp Ordinary Shares

2.98 40M
Technology

Ciena Corp

1.01 14M
Technology

Rocket Lab Corp

0.86 12M
Industrials

Comfort Systems USA Inc

0.78 11M
Industrials

Coherent Corp

0.78 10M
Technology

Bloom Energy Corp Class A

0.76 10M
Industrials

Lumentum Holdings Inc

0.74 10M
Technology

Flex Ltd

0.68 9M
Technology

iShares Russell 2000 ETF

0.67 9M
—

Astera Labs Inc

0.54 7M
Technology

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