Morningstar

iShares S&P 500 Index Fund Class K WFSPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 897.40  /  +0.74 %
  • Total Assets 60.8B
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 1.04%
  • Turnover 14%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis WFSPX

Will WFSPX outperform in the 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 WFSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Best-in-class option for large-cap US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares S&P 500 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings WFSPX

More WFSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.03 5B
Technology

Apple Inc

6.99 4B
Technology

Microsoft Corp

5.66 3B
Technology

Amazon.com Inc

3.82 2B
Consumer Cyclical

Alphabet Inc Class A

2.99 2B
Communication Services

Broadcom Inc

2.63 2B
Technology

Alphabet Inc Class C

2.38 1B
Communication Services

Meta Platforms Inc Class A

1.89 1B
Communication Services

Micron Technology Inc

1.62 989M
Technology

Tesla Inc

1.56 948M
Consumer Cyclical

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