- What does BASMX invest in?
- This fund aims to replicate the investment performance of the Russell 3000® Index, a widely recognized benchmark that gauges the overall health of the United States stock market. The underlying index is structured as a float-adjusted, market capitalization-weighted aggregation of the largest publicly traded companies based within the U.S. and its associated territories. To fulfill its mandate, the fund typically commits a minimum of 90% of its total assets, inclusive of any borrowed capital designated for investment, directly into the constituent securities of this benchmark index.
- What is the expense ratio of BASMX?
- An expense ratio for iShares Total US Stock Market Idx Inv A (BASMX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is BASMX?
- iShares Total US Stock Market Idx Inv A (BASMX) manages $4.67B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BASMX actively managed or an index fund?
- BASMX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was BASMX launched?
- iShares Total US Stock Market Idx Inv A (BASMX) launched in August 2015 and is managed by BlackRock / iShares.
- How has BASMX performed?
- BASMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
