Morningstar

iShares S&P 500 Index Fund Class G Shares BSPGX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $907.92  /  +0.61 %
  • Fund Size $61.6B
  • Adjusted Expense Ratio 0.010%
  • Net Expense Ratio 0.010%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2B
  • Investment Status Open
  • TTM Yield 1.05%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis BSPGX

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

  • People Pillar

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

Best-in-class option for large-cap US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares S&P 500 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings BSPGX

More BSPGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.03 5B
Technology

Apple Inc

6.99 4B
Technology

Microsoft Corp

5.66 3B
Technology

Amazon.com Inc

3.82 2B
Consumer Cyclical

Alphabet Inc Class A

2.99 2B
Communication Services

Broadcom Inc

2.63 2B
Technology

Alphabet Inc Class C

2.38 1B
Communication Services

Meta Platforms Inc Class A

1.89 1B
Communication Services

Micron Technology Inc

1.62 989M
Technology

Tesla Inc

1.56 948M
Consumer Cyclical

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