Morningstar

iShares S&P 500 Index Fund Service Shares BSPSX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $885.68  /  −0.52 %
  • Fund Size $60.1B
  • Adjusted Expense Ratio 0.220%
  • Net Expense Ratio 0.220%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.86%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis BSPSX

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

  • People Pillar

    The People Pillar is our evaluation of the BSPSX 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 BSPSX’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 BSPSX

More BSPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.34 5B
Technology

Apple Inc

7.34 4B
Technology

Microsoft Corp

5.75 3B
Technology

Amazon.com Inc

3.69 2B
Consumer Cyclical

Alphabet Inc Class A

3.05 2B
Communication Services

Broadcom Inc

2.52 2B
Technology

Alphabet Inc Class C

2.44 1B
Communication Services

Meta Platforms Inc Class A

2.41 1B
Communication Services

Micron Technology Inc

1.82 1B
Technology

Tesla Inc

1.51 917M
Consumer Cyclical

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