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BSPIX

iShares S&P 500 Index Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
17.79 17.18 13.81 11.83 9.59
Benchmark (%) Index: S&P 500 Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 17.91 17.31 13.95 11.97 9.87
Morningstar Category Avg. (%) Large Blend 15.35 15.17 11.93 10.84 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 271/1383 137/1196 97/1058 - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 1 1 1 1 -
Lipper Category Avg. (%) S&P 500 Index Funds 17.40 16.75 13.37 11.38 -
Lipper Ranking Rankings are based on total return excluding sales charges. 22/123 20/114 18/106 - -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 1 1 - -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
10.48 0.56 7.67 17.79 60.90 90.95 205.79 910.44
Benchmark (%) Index: S&P 500 Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 10.56 0.57 7.71 17.91 61.43 92.10 209.63 969.17
Morningstar Category Avg. (%) Large Blend 8.42 0.28 6.67 15.35 52.76 75.69 179.88 -
Lipper Category Avg. (%) S&P 500 Index Funds 10.20 0.53 7.59 17.40 59.15 87.29 194.10 -
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

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Key Facts

Key Facts

Size of Class (Millions) as of Dec 07, 2018 $3,627.5 M
Size of Fund (Millions) as of Dec 07, 2018 $17,063.2 M
Share Class launch date Apr 11, 2013
Asset Class Equity
Morningstar Category Large Blend
Lipper Classification S&P 500 Index Funds
Benchmark Index S&P 500 Index
CUSIP 066923558
Number of Holdings as of Oct 31, 2018 505
Max Offer Price as of Dec 07, 2018 $314.66
Open to New Investors Yes
Turnover Percent as of Nov 30, 2018 11%

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for iShares S&P 500 Index Fund, Institutional, as of Nov 30, 2018 rated against 1207 Large Blend Funds.

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 Oct 31, 2018 out of 114, 12,147, 114, 59 and 114 Funds, respectively in Lipper's S&P 500 Index Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Mar 29, 2018) ‡

Holdings

Holdings

as of Oct 31, 2018
Name Weight (%)
APPLE INC 4.38
MICROSOFT CORPORATION 3.57
ALPHABET INC 2.87
AMAZON.COM INC 2.86
BERKSHIRE HATHAWAY INC 1.74
Name Weight (%)
JOHNSON & JOHNSON 1.64
FACEBOOK INC 1.60
JPMORGAN CHASE & CO 1.60
EXXON MOBIL CORP 1.47
BANK OF AMERICA CORP 1.11

Exposure Breakdowns

Exposure Breakdowns

as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2018

% 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
Creighton Jue
Creighton Jue
Greg Savage
Head of Americas Index Asset Allocation

   

Portfolio Manager

Literature

Literature

 

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