BIMVX : iShares Edge MSCI Min Vol USA Index Fund Institutional Shares

BIMVX is a US Stocks Market Large Blend index fund with LOW fees.

BIMVX

iShares Edge MSCI Min Vol USA Index Fund Institutional Shares

FI Score

62 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

62% FI Score
  • bimvx
  • Mutual Fund
  • US Stocks
  • Large Blend

iShares Edge MSCI Min Vol USA Index Fund Institutional Shares

Expenses: 0.18% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to track the investment results of the MSCI USA Minimum Volatility (USD) Index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. 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 index measures the performance of equity securities that are in the top 85% by market capitalization of equity securities primarily traded on stock exchanges in the United States and that, in the aggregate, have lower volatility relative to the broader U.S. equity market.

Largest Holdings

Amount Holding
2.55% Newmont Corp
1.60% Visa Inc Class A
1.60% PepsiCo Inc
1.56% Verizon Communications Inc
1.56% McDonald's Corp
1.54% NextEra Energy Inc
1.46% Johnson & Johnson
1.40% Coca-Cola Co
1.40% Waste Management Inc
1.40% Microsoft Corp
1.39% Republic Services Inc Class A
1.38% Citrix Systems Inc
1.29% Eli Lilly and Co
1.25% Yum Brands Inc
1.23% Procter & Gamble Co
1.20% Accenture PLC Class A
1.17% Merck & Co Inc
1.17% The Hershey Co
1.12% Medtronic PLC
1.11% Waste Connections Inc
1.10% Xcel Energy Inc
1.08% Consolidated Edison Inc
1.08% Fidelity National Information Services Inc
1.07% Southern Co
1.03% Duke Energy Corp

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