Morningstar

iShares Short-Term TIPS Bond Idx K BKIPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.71  /  +0.13 %
  • Total Assets 329.1 Mil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 4.62%
  • Effective Duration —

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BKIPX

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Short-Term TIPS Bond Idx K's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 BKIPX

More BKIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

5.66 18.2 Mil
Government

United States Treasury Notes

5.09 16.4 Mil
Government

United States Treasury Notes

4.87 15.7 Mil
Government

United States Treasury Notes

4.84 15.6 Mil
Government

United States Treasury Notes

4.70 15.1 Mil
Government

United States Treasury Notes

4.59 14.8 Mil
Government

United States Treasury Notes

4.54 14.6 Mil
Government

United States Treasury Notes

4.46 14.3 Mil
Government

United States Treasury Notes

4.40 14.2 Mil
Cash and Equivalents

United States Treasury Notes

4.30 13.8 Mil
Government

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