Ishares Sp 500 Fund Quote
BSPGX Fund | USD 617.06 5.35 0.87% |
Performance16 of 100
| Odds Of DistressLess than 35
|
Ishares Sp is trading at 617.06 as of the 28th of March 2024; that is 0.87 percent increase since the beginning of the trading day. The fund's open price was 611.71. Ishares Sp has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 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 27th of February 2024 and ending today, the 28th of March 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
0.99 | STFGX | State Farm Growth | PairCorr |
0.88 | BHSRX | Blackrock Health Sciences | PairCorr |
0.92 | BHYRX | Blackrock High Yield | PairCorr |
0.94 | BHYSX | Blackrock Hi Yld | PairCorr |
0.89 | BHYIX | Blackrock High Yield | PairCorr |
0.93 | BHYCX | Blackrock Hi Yld | PairCorr |
Moving against Ishares Mutual Fund
0.55 | BIACX | Blackrock Impact Bond | PairCorr |
0.43 | BIGLX | Blackrock Us Government | PairCorr |
Ishares Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ishares Sp's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ishares Sp or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | BlackRock Funds, Large Growth Funds, Large Blend Funds, Large Blend, BlackRock (View all Sectors) |
Update Date | 31st of March 2024 |
Ishares Sp 500 [BSPGX] is traded in USA and was established 28th of March 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 10.1% with the current yeild of 0.01%, while the total return for the last 3 years was 11.64%.
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
AAPL | Apple Inc | Stock | Information Technology |
AMZN | Amazon Inc | Stock | Consumer Discretionary |
FB | Meta Platforms | Stock | Internet Content & Information |
GOOG | Alphabet Class C | Stock | Communication Services |
GOOGL | Alphabet Class A | Stock | Communication Services |
JNJ | Johnson Johnson | Stock | Health Care |
JPM | JPMorgan Chase Co | Stock | Financials |
Ishares Sp Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ishares Sp jumping above the current price in 90 days from now is nearly 4.56%. The Ishares Sp 500 probability density function shows the probability of Ishares Sp mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ishares Sp has a beta of 1.0 suggesting Ishares Sp 500 market returns are sensitive to returns on the market. As the market goes up or down, Ishares Sp is expected to follow. Additionally, ishares Sp 500 has an alpha of 0.0259, implying that it can generate a 0.0259 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ishares Sp to move above the current price in 90 days from now is nearly 4.56 (This Ishares Sp 500 probability density function shows the probability of Ishares Mutual Fund to fall within a particular range of prices over 90 days) .
Ishares Sp 500 Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ishares Sp market risk premium is the additional return an investor will receive from holding Ishares Sp long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ishares Sp. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ishares Sp's alpha and beta are two of the key measurements used to evaluate Ishares Sp's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5166 | |||
Semi Deviation | 0.3097 | |||
Standard Deviation | 0.6668 | |||
Variance | 0.4446 |
Ishares Sp Against Markets
Picking the right benchmark for Ishares Sp mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ishares Sp mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ishares Sp is critical whether you are bullish or bearish towards Ishares Sp 500 at a given time. Please also check how Ishares Sp's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Ishares Sp without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Ishares Mutual Fund?
Before investing in Ishares Sp, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ishares Sp. To buy Ishares Sp fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ishares Sp. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Ishares Sp fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ishares Sp 500 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Ishares Sp 500 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ishares Sp 500, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Ishares Sp 500?
The danger of trading Ishares Sp 500 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ishares Sp is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ishares Sp. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ishares Sp 500 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ishares Sp 500. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Ishares Sp 500 information on this page should be used as a complementary analysis to other Ishares Sp's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for Ishares Mutual Fund analysis
When running Ishares Sp's price analysis, check to measure Ishares Sp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ishares Sp is operating at the current time. Most of Ishares Sp's value examination focuses on studying past and present price action to predict the probability of Ishares Sp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ishares Sp's price. Additionally, you may evaluate how the addition of Ishares Sp to your portfolios can decrease your overall portfolio volatility.
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