At A Glance
You hold IVV in 0 portfolios
Ishares S&P 500 (IVV)
Price
406.71USD
7.45 +1.87%
12:18pm EDT
Category
US Diversified EquityYTD Return (Cumulative)
-14.74%Classification
S&P 500 Index3 Year Return (Annualized)
13.81%52 Week High
$482.0752 Week Low
$382.17Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Open | $400.43 |
|---|---|
| Previous Close | $399.25 |
| Today's Range | $406.97 - $400.20 |
| Total Assets | $292.8B |
| Inception Date | 05/15/2000 |
| Dividend Yield | 1.45% |
Expenses
| Total Expense Ratio | 0.03% |
|---|
BlackRock
4400 Computer Drive
Westborough, MA 01581
Investment Strategy
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 111 | |
| Consistent Return | 111 | |
| Capital Preservation | 12351 | |
| Low Expense | 63 | |
| Tax Efficiency (U.S. only) | 111 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' historical ability to postpone taxable distributions. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
