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BKMFX

iShares Edge MSCI Multifactor USA 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.
1.41 - - - 10.98
Benchmark (%) Index: MSCI USA Diversified Multiple-Factor Gross 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. 1.63 - - - 11.32
Morningstar Category Avg. (%) Large Value 7.42 10.80 7.74 12.86 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 951/1229 - - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 - - - -
Lipper Ranking Rankings are based on total return excluding sales charges. 212/393 - - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 - - - -
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 May 22, 2019 $11.9 M
Size of Fund (Millions) as of May 22, 2019 $12.8 M
Share Class launch date Jul 13, 2016
Asset Class Equity
Morningstar Category Large Value
Lipper Classification Multi-Cap Value Funds
Benchmark Index MSCI USA Diversified Multiple-Factor Gross Index
CUSIP 09258N737
Number of Holdings as of Apr 30, 2019 153
Max Offer Price as of May 22, 2019 $11.52
Open to New Investors Yes
Turnover Percent as of Apr 30, 2019 52%

Portfolio Characteristics

Portfolio Characteristics

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Holdings

Holdings

as of Apr 30, 2019
Name Weight (%)
INTUIT INC. 2.49
CIGNA CORP 2.43
AT&T INC 2.36
NORFOLK SOUTHERN CORPORATION 2.33
ANTHEM INC 2.08
Name Weight (%)
EXELON CORPORATION 2.01
MICRON TECHNOLOGY INC 1.98
APPLE INC 1.79
MARATHON PETROLEUM CORP 1.71
PHILLIPS 66 1.70

Exposure Breakdowns

Exposure Breakdowns

as of Apr 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Apr 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Apr 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Apr 30, 2019

% 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
Greg Savage
Head of Americas Index Asset Allocation

   

Amy Whitelaw
Head of Americas iShares Equity Portfolio Management

  

Portfolio Manager

Literature

Literature

 

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