4 / 5 Stars
5 5 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#6 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.32 percent over the past year, 13.77 percent over the past three years, 19.06 percent over the past five years, and 6.70 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||6.7%|
The investment seeks to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, as represented by the Standard & Poor's 500® Index. The fund is a "feeder" fund that invests all of its investable assets in the Master Portfolio of MIP, which has the same investment objective and strategies as the fund. At least 90% of the value of the fund's assets is invested in securities comprising the S&P 500 Index. The percentage of the fund's assets invested in a given stock is approximately the same as the percentage such stock represents in the S&P 500 Index.
Fees are Below Average compared to funds in the same category.
BlackRock S&P 500 Stock Fund has an expense ratio of 0.18 percent.
Risk is Average compared to funds in the same category according to Morningstar.