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Morningstar

iShares Russell Small/Mid-Cap Idx K BSMKX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.36  /  0.84 %
  • Total Assets 483.8 Mil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.74%
  • Turnover 38%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:06 PM GMT+00:00

Morningstar’s Analysis BSMKX

Will BSMKX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSMKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BSMKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BSMKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin iShares Russell Small/Mid-Cap Idx K's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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