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Equity

BRISA

iShares Core S&P 500 ETF 529 Option

Overview

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Performance

Performance

  • Returns

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

This fund does not have any distributions.

Key Facts

Key Facts

Net Assets as of Oct 11, 2019 $108,723,406
Size of Fund (Millions) $140.5 M
Share Class launch date Oct 08, 2010
Asset Class Equity
Benchmark Index S&P 500 Index
Shares Outstanding 3,665,114
Number of Holdings as of Sep 30, 2019 1

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for iShares Core S&P 500 ETF 529 Option, Class A, as of Sep 30, 2019 rated against 220 Static Large Blend Funds.

Holdings

Holdings

as of Sep 30, 2019
Name Weight (%)
ISHARES S&P 500 99.75

Portfolio Managers

Portfolio Managers

Arnab Mazumdar
Arnab Mazumdar
Portfolio Manager

Literature

Literature

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