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iShares Russell 2000 Small-Cap Idx Inv A MDSKX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 23.98  /  +2.17 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.27%
  • Turnover 38%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis MDSKX

Will MDSKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in iShares Russell 2000 Small-Cap Idx Inv A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings MDSKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.55 71.0 Mil
Technology

BlackRock Cash Funds Treasury SL Agency

0.91 41.7 Mil
Cash and Equivalents

iShares Russell 2000 ETF

0.58 26.7 Mil

MicroStrategy Inc Class A

0.48 22.1 Mil
Technology

e.l.f. Beauty Inc

0.43 19.9 Mil
Consumer Defensive

Comfort Systems USA Inc

0.42 19.1 Mil
Industrials

Light & Wonder Inc Ordinary Shares

0.35 16.2 Mil
Consumer Cyclical

Onto Innovation Inc

0.35 15.9 Mil
Technology

Simpson Manufacturing Co Inc

0.35 15.8 Mil
Basic Materials

Fabrinet

0.31 14.0 Mil
Technology