Morningstar

iShares Russell Mid-Cap Index Instl BRMIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.37  /  −0.77 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.100%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.38%
  • Turnover 20%

USD | NAV as of Sep 25, 2024 | 1-Day Return as of Sep 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BRMIX

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Russell Mid-Cap Index Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRMIX

More BRMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell Mid-Cap ETF

0.89 17.7 Mil
—

Arthur J. Gallagher & Co

0.54 10.7 Mil
Financial Services

Aflac Inc

0.48 9.5 Mil
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

0.47 9.5 Mil
Technology

D.R. Horton Inc

0.47 9.3 Mil
Consumer Cyclical

Hilton Worldwide Holdings Inc

0.46 9.2 Mil
Consumer Cyclical

Williams Companies Inc

0.46 9.1 Mil
Energy

United Rentals Inc

0.44 8.8 Mil
Industrials

Simon Property Group Inc

0.43 8.7 Mil
Real Estate

Realty Income Corp

0.43 8.6 Mil
Real Estate

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