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.
- NAV / 1-Day Return 14.36 / 0.84 %
- Total Assets 483.8 Mil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis BSMKX
Will BSMKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.