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Morningstar

iShares S&P 500 Index Service BSPSX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 587.14  /  −0.22 %
  • Total Assets 38.1 Bil
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.17%
  • Turnover 13%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BSPSX

Will BSPSX 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 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 Investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

iShares Core S&P 500 funds offer well-diversified, market-cap-weighted portfolios of 500 of the largest U.S. stocks. The funds accurately represent the large-cap opportunity set while charging rock-bottom fees, a recipe for success over the long run.

by Mo'ath Almahasneh
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 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.07 2.8 Bil
Technology

Apple Inc

6.07 2.4 Bil
Technology

NVIDIA Corp

4.49 1.8 Bil
Technology

Amazon.com Inc

3.69 1.4 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.50 979.9 Mil
Communication Services

Alphabet Inc Class A

1.88 738.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.71 670.9 Mil
Financial Services

Alphabet Inc Class C

1.60 627.1 Mil
Communication Services

Eli Lilly and Co

1.38 541.3 Mil
Healthcare

Broadcom Inc

1.31 514.2 Mil
Technology