Ishares Sp 500 Fund Quote

BSPGX Fund  USD 700.47  2.45  0.35%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Ishares Sp is trading at 700.47 as of the 22nd of November 2024; that is 0.35 percent increase since the beginning of the trading day. The fund's open price was 698.02. Ishares Sp has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ishares Sp 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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 percent of the value of the funds assets is invested in securities comprising the SP 500 Index. More on Ishares Sp 500

Moving together with Ishares Mutual Fund

  0.79MKCPX Blackrock BalancedPairCorr
  0.76MKDVX Blackrock Equity DividendPairCorr

Moving against Ishares Mutual Fund

  0.68BRAMX Bats Series MPairCorr
  0.61MKMTX Blackrock StrategicPairCorr
  0.61BRACX Bats Series CPairCorr
  0.58BRECX Blackrock InternationalPairCorr
  0.57BREKX Blackrock InternationalPairCorr
  0.57BREAX Blackrock InternationalPairCorr

Ishares Mutual Fund Highlights

Fund ConcentrationBlackRock Funds, Large Blend Funds, Large Blend, BlackRock (View all Sectors)
Update Date30th of September 2024
Ishares Sp 500 [BSPGX] is traded in USA and was established 22nd of November 2024. Ishares Sp is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of BlackRock family. This fund currently has accumulated 18.48 B in assets under management (AUM) with no minimum investment requirementsIshares Sp 500 is currently producing year-to-date (YTD) return of 24.51% with the current yeild of 0.01%, while the total return for the last 3 years was 9.49%.
Check Ishares Sp Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ishares Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ishares Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ishares Sp 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Ishares Sp 500 Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
NVDANVIDIAStockInformation Technology
More Details

Ishares Sp 500 Risk Profiles

Ishares Sp Against Markets

Other Information on Investing in Ishares Mutual Fund

Ishares Sp financial ratios help investors to determine whether Ishares Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ishares with respect to the benefits of owning Ishares Sp security.
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk