Morningstar

iShares Russell Small/Mid-Cap Index Fund Class K BSMKX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $20.99  /  0.00
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.070%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.22%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis BSMKX

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

  • People Pillar

    The People Pillar is our evaluation of the BSMKX 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 BSMKX’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 K 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 BSMKX

More BSMKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.48 7M
Cash and Equivalents

iShares Russell 2000 ETF

0.48 7M
—

ATI Inc

0.37 5M
Industrials

iShares Russell Mid-Cap ETF

0.34 5M
—

nVent Electric PLC

0.33 5M
Industrials

F5 Inc

0.31 4M
Technology

Carpenter Technology Corp

0.31 4M
Industrials

US Foods Holding Corp

0.31 4M
Consumer Defensive

Tenet Healthcare Corp

0.30 4M
Healthcare

SoFi Technologies Inc Ordinary Shares

0.30 4M
Financial Services

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