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.
Will WFSPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WFSPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WFSPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WFSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.