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Morningstar

iShares S&P 500 Index K WFSPX

Morningstar Analyst Rating
Analyst rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 485.30  /  1.03 %
  • Total Assets 31.7 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.68%
  • Turnover 6%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis WFSPX

Will WFSPX 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 WFSPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WFSPX 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 WFSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of the best options for U.S. large-cap exposure.

Analyst

Summary

| by Lan Anh Tran

IShares S&P 500 Index is one of the cheapest options available for well-diversified, low-turnover, low-cost exposure to U.S. large-cap stocks. The K and G share classes earn Morningstar Analyst Ratings of Gold for their relatively lower fees, while the rest of the fund's share classes receive Silver ratings.

Unlock our full analysis with Morningstar Investor