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iShares S&P 500 Index K WFSPX

Analyst rating as of
NAV / 1-Day Return
537.92  /  0.11 %
Total Assets
32.2 Bil
Adj. Expense Ratio
0.030%
Expense Ratio
0.030%
Fee Level
Low
Longest Manager Tenure
7.72 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
1.34%
Turnover
5%
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Morningstar’s Analysis

Will WFSPX outperform in future?

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

One of the best U.S. large-cap funds.

Associate Analyst

Summary

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IShares S&P 500 Index fund offers well-diversified, low-turnover, and low-cost exposure to U.S. large-cap stocks. It delivers high-fidelity replication of the S&P 500 index, a market-cap-weighted portfolio that is representative of the investment opportunity set in the large-blend Morningstar Category. Its competitive expense ratio gives the strategy a durable performance edge over its category peers. The K and G share classes earn a Morningstar Analyst Rating of Gold, while the other share classes receive a Silver rating owing to their relatively higher fees.

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