BIMFX : iShares Edge MSCI Multifactor USA Index Fund Institutional Shares

BIMFX is a US Stocks Market Large Value index fund with LOW fees.

BIMFX

iShares Edge MSCI Multifactor USA Index Fund Institutional Shares

FI Score

53 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

53% FI Score
  • bimfx
  • Mutual Fund
  • US Stocks
  • Large Value

iShares Edge MSCI Multifactor USA Index Fund Institutional Shares

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the investment results of the MSCI USA Diversified Multiple-Factor Index composed of U.S. large- and mid-capitalization stocks that have favorable exposure to target style factors subject to constraints. The fund generally invests at least 80% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. The underlying index is designed to select equity securities from MSCI USA Index that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the parent index.

Largest Holdings

Amount Holding
3.42% Intel Corp
2.97% Apple Inc
2.97% Walmart Inc
2.65% Microsoft Corp
2.57% Intuit Inc
2.48% AT&T Inc
2.38% Duke Energy Corp
2.31% Target Corp
2.26% Biogen Inc
2.18% Micron Technology Inc
1.87% Edwards Lifesciences Corp
1.78% Baxter International Inc
1.49% Exelon Corp
1.44% Eaton Corp PLC
1.25% iShares Edge MSCI Multifactor USA ETF
1.23% HCA Healthcare Inc
1.20% Public Storage
1.14% Amazon.com Inc
1.12% T. Rowe Price Group Inc
1.08% Valero Energy Corp
1.04% Public Service Enterprise Group Inc
1.04% The Kroger Co
1.02% Lululemon Athletica Inc
1.02% TE Connectivity Ltd
1.00% Cummins Inc

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