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iShares S&P 500 Index K WFSPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 588.71  /  −0.58 %
  • Total Assets 38.4 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.33%
  • Turnover 13%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:25 PM GMT+0

Morningstar’s Analysis WFSPX

Will WFSPX outperform in future?

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

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.

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Portfolio Holdings WFSPX

  • 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