Equity

BSPIX

iShares S&P 500 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.
18.48 10.69 14.07 7.28 9.27
Morningstar Category Avg. (%) Large Blend 17.65 9.03 12.91 6.58 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 557/1396 169/1218 - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 1 1 2 -
Lipper Category Avg. (%) S&P 500 Index Funds 18.04 10.25 13.62 6.88 -
Lipper Ranking Rankings are based on total return excluding sales charges. 21/127 20/121 - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 1 - - -
  YTD 1m 3m 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.
14.13 2.06 4.46 18.48 35.62 93.10 101.93 757.85
Morningstar Category Avg. (%) Large Blend 13.19 2.32 4.19 17.65 29.63 83.47 89.13 -
Lipper Category Avg. (%) S&P 500 Index Funds 13.84 2.03 4.39 18.04 34.02 89.36 94.63 -
  2012 2013 2014 2015 2016
Total Return (%) Total return represents changes to the NAV and accounts for distributions from the fund. - 32.13 13.53 1.28 11.84
Morningstar Category Avg. (%) Large Blend 14.96 31.50 10.96 -1.07 10.37


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 Oct 16, 2017 $3,521.6 M
Size of Fund (Millions) as of Oct 16, 2017 $12,265.6 M
Share Class launch date Apr 11, 2013
Asset Class Equity
Morningstar Category Large Blend
Lipper Classification S&P 500 Index Funds
Benchmark Index S&P 500 Index
CUSIP 066923558
Number of Holdings as of Sep 29, 2017 505
Max Offer Price as of Oct 16, 2017 $305.08
Open to New Investors Yes
Turnover Percent as of Sep 30, 2017 4%

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

Ratings

Morningstar Rating

Overall Morningstar Rating for iShares S&P 500 Index Fund, Institutional, as of Sep 30, 2017 rated against 1218 Large Blend Funds.

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, 2017 out of 121, 11,917, 121, 63 and 121 Funds, respectively in Lipper's S&P 500 Index Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Aug 16, 2017) ‡

Holdings

Holdings

as of Sep 29, 2017
Name Weight (%)
APPLE INC 3.69
ALPHABET INC 2.69
MICROSOFT CORPORATION 2.66
FACEBOOK INC 1.88
AMAZON.COM INC 1.78
Name Weight (%)
BERKSHIRE HATHAWAY INC 1.63
JOHNSON & JOHNSON 1.62
EXXON MOBIL CORP 1.61
JPMORGAN CHASE & CO 1.56
BANK OF AMERICA CORP 1.15

Exposure Breakdowns

Exposure Breakdowns

as of Sep 29, 2017

% of Market Value

Type Fund Benchmark Net
as of Sep 29, 2017

% of Market Value

Type Fund Benchmark Net
as of Sep 29, 2017

% of Market Value

Type Fund Benchmark Net
as of Sep 29, 2017

% 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 Beta Strategies

   

Jennifer Hsui
Jennifer Hsui
Creighton Jue
Creighton Jue
Greg Savage
Greg Savage
Rachel Aguirre
Rachel Aguirre
Portfolio Manager

Literature

Literature

 

How to Buy BlackRock Funds

How to Buy BlackRock Funds

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