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Morningstar

iShares Russell 2000 Small-Cap Idx Instl MASKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 21.52  /  0.78 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 38%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:18 PM GMT+0

Morningstar’s Analysis MASKX

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

People Pillar

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

Strength in iShares Russell 2000 Small-Cap Idx Instl’s People Pillar and Parent Pillar drive this strategy's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MASKX

More MASKX Holdings
  • Current Portfolio Date
  • Equity Holdings 1953
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 3.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.54
21,150,252
Cash and Equivalents

ShockWave Medical Inc

0.37
14,245,473
Healthcare

iShares Russell 2000 ETF

0.35
13,739,280
—

Halozyme Therapeutics Inc

0.32
12,260,397
Healthcare

EMCOR Group Inc

0.31
11,955,182
Industrials

Matador Resources Co

0.30
11,787,129
Energy

Karuna Therapeutics Inc

0.29
11,085,925
Healthcare

Murphy Oil Corp

0.28
10,977,682
Energy

Inspire Medical Systems Inc

0.28
10,759,528
Healthcare

Iridium Communications Inc

0.27
10,671,932
Communication Services