Equity

WFSPX

iShares S&P 500 Index Fund

Overview

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Performance

Performance

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

Record Date Ex-Date Payable Date
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Key Facts

Key Facts

Size of Class (Millions) as of Jul 09, 2020 $8,846.3 M
Share Class launch date Jul 31, 1993
Asset Class Equity
Size of Fund (Millions) as of Jul 09, 2020 $22,299.2 M
Morningstar Category Large Blend
Lipper Classification S&P 500 Index Funds
Benchmark Index S&P 500 Index
Number of Holdings as of Jun 30, 2020 506
CUSIP 066922204
Max Offer Price as of Jul 09, 2020 $373.04
Open to New Investors Yes
Turnover Percent in the Annual Report as of Jun 30, 2020 3%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jun 30, 2020 $ 388,533.3 M
R-Squared (3y) as of Apr 30, 2020 100.00
Fund Standard Deviation (3y) as of Apr 30, 2020 16.76
Beta (3y) as of Apr 30, 2020 1.00
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 20.51%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -19.54%
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for iShares S&P 500 Index Fund, Class K, as of Jun 30, 2020 rated against 1230 Large Blend Funds based on risk adjusted total return.

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jun 30, 2020 out of 112, 12,306, 112, 63 and 112 Funds, respectively in Lipper's S&P 500 Index Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Gold
Morningstar has awarded the Fund a Gold medal, its highest level of conviction. (Effective Mar 06, 2020) ‡

Holdings

Holdings

as of Jun 30, 2020
Name Weight (%)
MICROSOFT CORPORATION 6.02
APPLE INC 5.80
AMAZON.COM INC 4.51
ALPHABET INC 3.27
FACEBOOK INC 2.13
Name Weight (%)
JOHNSON & JOHNSON 1.44
BERKSHIRE HATHAWAY INC 1.35
VISA INC 1.27
PROCTER & GAMBLE CO 1.16
JPMORGAN CHASE & CO 1.12

Exposure Breakdowns

Exposure Breakdowns

as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Alan Mason
Head of Americas ETF and Index Investment

   

Rachel Aguirre
Rachel Aguirre
Jennifer Hsui
Jennifer Hsui
Amy Whitelaw
Head of Americas iShares Equity Portfolio Management

  

Suzanne Henige
Suzanne Henige
Portfolio Manager

Literature

Literature

 

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