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Morningstar

iShares Russell 2000 Small-Cap Idx Inv A MDSKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 23.87  /  +0.34 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.32%
  • Turnover 29%

USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MDSKX

Will MDSKX 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 MDSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MDSKX 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 MDSKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in iShares Russell 2000 Small-Cap Idx Inv A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MDSKX

More MDSKX 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