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Morningstar

iShares Russell 2000 Small-Cap Idx K BDBKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 23.21  /  +0.17 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.54%
  • Turnover 29%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:10 PM GMT+0

Morningstar’s Analysis BDBKX

Will BDBKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BDBKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDBKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BDBKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares Russell 2000 Small-Cap Idx K’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BDBKX

More BDBKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.75 82.3 Mil
Technology

BlackRock Cash Funds Treasury SL Agency

1.11 52.2 Mil
Cash and Equivalents

iShares Russell 2000 ETF

0.71 33.4 Mil
—

MicroStrategy Inc Class A

0.63 29.8 Mil
Technology

Comfort Systems USA Inc

0.44 20.6 Mil
Industrials

Onto Innovation Inc

0.36 17.1 Mil
Technology

Weatherford International PLC Ordinary Shares - New

0.35 16.6 Mil
Energy

e.l.f. Beauty Inc

0.35 16.5 Mil
Consumer Defensive

Carvana Co Class A

0.34 16.1 Mil
Consumer Cyclical

Viking Therapeutics Inc

0.33 15.3 Mil
Healthcare