BSPIX : iShares S&P 500 Index Fund Institutional Shares

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

BSPIX

iShares S&P 500 Index Fund Institutional Shares

FI Score

94 /100

Expense Ratio Rating

9 /10

Expense Rating

9 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

94% FI Score
  • bspix
  • Mutual Fund
  • US Stocks
  • Large Blend

iShares S&P 500 Index Fund Institutional Shares

Expenses: 0.10% (Better than 1% of similar funds)

This is a great choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, as represented by the Standard & Poor's 500® Index. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio of MIP, which has the same investment objective and strategies as the fund. At least 90% of the value of the fund's assets is invested in securities comprising the S&P 500 Index. The percentage of the fund's assets invested in a given stock is approximately the same as the percentage such stock represents in the S&P 500 Index.

Largest Holdings

Amount Holding
5.50% Microsoft Corp
4.93% Apple Inc
4.14% Amazon.com Inc
1.98% Facebook Inc A
1.62% Alphabet Inc A
1.62% Alphabet Inc Class C
1.59% Johnson & Johnson
1.47% Berkshire Hathaway Inc Class B
1.23% Visa Inc Class A
1.21% JPMorgan Chase & Co
1.18% Procter & Gamble Co
1.11% UnitedHealth Group Inc
1.05% Intel Corp
0.98% Mastercard Inc A
0.96% The Home Depot Inc
0.96% Verizon Communications Inc
0.90% AT&T Inc
0.85% Pfizer Inc
0.81% Merck & Co Inc
0.79% Exxon Mobil Corp
0.78% The Walt Disney Co
0.78% Bank of America Corp
0.74% PepsiCo Inc
0.74% Netflix Inc
0.72% Cisco Systems Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo