Equity

BIMVX

iShares Edge MSCI Min Vol USA Index Fund

Overview

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Performance

Performance

Growth of Hypothetical $10,000

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Distributions

Record Date Ex-Date Payable Date
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  1y 3y 5y 10y Incept.
2.15 10.55 - - 9.90
Benchmark (%) 1.94 10.63 - - 9.99
Morningstar Category Avg. (%) 10.70 9.55 11.77 11.96 -
Morningstar Ranking 1222/1370 537/1229 - - -
Morningstar Quartile 4 2 - - -
Lipper Ranking 559/659 191/588 - - -
Lipper Quartile 4 2 - - -
  YTD 1m 3m 1y 3y 5y 10y Incept.
-1.20 -1.61 5.69 2.15 35.12 - - 48.89
Benchmark (%) -1.10 -1.62 5.77 1.94 35.39 - - 49.38
Morningstar Category Avg. (%) 2.30 -3.19 8.06 10.70 31.46 74.44 209.51 -
  2015 2016 2017 2018 2019
Total Return (%) - - 18.99 1.34 28.28
Benchmark (%) - - 19.18 1.55 27.96
Morningstar Category Avg. (%) -1.07 10.37 20.44 -6.27 28.78
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.

Key Facts

Key Facts

Size of Class (Millions) as of Oct 28, 2020 $57.7 M
Share Class launch date Jul 13, 2016
Asset Class Equity
Size of Fund (Millions) as of Oct 28, 2020 $74.2 M
Morningstar Category Large Blend
Lipper Classification Multi-Cap Core Funds
Benchmark Index MSCI USA Minimum Volatility (USD Optimized) Index - USD Gross
Distribution Frequency Quarterly
CUSIP 09258N638
Max Offer Price as of Oct 28, 2020 $12.97
Open to New Investors Yes
Turnover Percent in the Annual Report 105%

Portfolio Characteristics

Portfolio Characteristics

Number of Holdings as of Sep 30, 2020 195
P/E Ratio as of Sep 30, 2020 22.81
P/B Ratio as of Sep 30, 2020 3.62
Alpha (3y) as of Sep 30, 2020 -0.02
Average Market Cap (Millions) as of Sep 30, 2020 $ 128,064.3 M
R-Squared (3y) as of Sep 30, 2020 99.92
Fund Standard Deviation (3y) as of Sep 30, 2020 14.22
Beta (3y) as of Sep 30, 2020 1.02
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 13.35%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -17.53%
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Fees

Fees

Gross Expense Ratio 1.04%
Net Expense Ratio 0.18%

Net Expense Ratio excluding Investment Related Expenses is 0.18%

  • Acquired Fund Fees and Expenses 0.00%
  • Interest expense 0.00%

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for iShares Edge MSCI Min Vol USA Index Fund, Class Inst, as of Sep 30, 2020 rated against 1229 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 Sep 30, 2020 out of 588, 12,141, 588, 312 and 588 Funds, respectively in Lipper's Multi-Cap Core Funds classification.

Holdings

Holdings

as of Sep 30, 2020
Name Weight (%)
MCDONALDS CORPORATION 1.67
NEXTERA ENERGY INC 1.65
T-MOBILE US INC 1.59
MICROSOFT CORPORATION 1.51
VERIZON COMMUNICATIONS INC 1.50
Name Weight (%)
ISHARES EDGE MSCI MIN VOL USA ETF 1.49
REPUBLIC SERVICES INC 1.48
WASTE MANAGEMENT INC 1.46
VISA INC 1.44
PEPSICO INC 1.44

Exposure Breakdowns

Exposure Breakdowns

as of Sep 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Sep 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Sep 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Sep 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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