iShares S&P 500 Index Fund Investor A Shares (BSPAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.00: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares S&P 500 Index Fund Investor A Shares (BSPAX) trades at $896.99. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for BSPAX: BSPAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares S&P 500 Index Fund Investor A Shares (BSPAX) Financial Services Profile
iShares S&P 500 Index Fund Investor A Shares (BSPAX) provides investors with exposure to the S&P 500 Index, mirroring its total return performance. As a feeder fund, BSPAX invests all its assets into a master portfolio, maintaining a similar asset allocation to the index. It operates within the asset management sector, offering a passive investment strategy.
What Is the Investment Thesis for BSPAX?
BSPAX offers a simple and efficient way to track the S&P 500 Index. With a beta of 1.00, it provides market-level risk and return. The fund's primary value driver is its ability to replicate the S&P 500's performance, offering diversification across a broad range of U.S. equities. Growth catalysts include continued investor interest in passive investment strategies and the overall performance of the U.S. stock market. The absence of a dividend yield may deter some income-seeking investors. The fund's performance is directly tied to the S&P 500, making it susceptible to market downturns. The fund's large market cap of $53.73B indicates substantial investor confidence and liquidity.
Based on FMP financials and quantitative analysis
BSPAX Key Highlights
BSPAX aims to mirror the performance of the S&P 500 Index, providing broad market exposure.
- The fund operates as a feeder fund, investing all assets into the Master Portfolio of MIP.
- At least 90% of BSPAX's assets are invested in securities comprising the S&P 500 Index.
- BSPAX has a beta of 1.00, indicating market-level volatility.
- The fund's market capitalization is $53.73B, reflecting its significant size and investor base.
Who Are BSPAX's Competitors?
BSPAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AAGTX American Funds 2040 Target Date Retirement Fund Class A | $24.77 | +0.53% | $52.9B | — |
| BSPIX iShares S&P 500 Index Fund Institutional Shares | $897.17 | +0.74% | $60.0B | — |
| FAETX American Funds 2030 Target Date Retirement Fd Cl F-1 | $19.22 | +0.26% | $50.7B | — |
| FAQTX American Funds 2035 Target Date Retirement Fd Cl F-1 | $21.83 | +0.37% | $55.2B | — |
| FAUTX American Funds 2040 Target Date Retirement Fd Cl F-1 | $24.53 | +0.49% | $52.9B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BSPAX's Key Strengths?
Low expense ratio
- Broad diversification across the S&P 500
- Transparent investment strategy
- High liquidity
What Are BSPAX's Weaknesses?
No dividend yield
- Performance tied directly to the S&P 500
- Limited potential for outperformance
- Vulnerable to market downturns
What Are the Key Risks for BSPAX?
Market corrections impacting S&P 500 performance.
- Increased competition among index funds leading to fee compression.
- Changes in the composition of the S&P 500 Index.
- Regulatory changes affecting fund operations.
What Threats Does BSPAX Face?
- Increased competition from other index funds and ETFs
- Market volatility and economic downturns
- Regulatory changes affecting the asset management industry
- Rising interest rates
What Are BSPAX's Competitive Advantages?
- Brand recognition: iShares is a well-known and trusted brand in the ETF and index fund industry.
- Scale: BSPAX benefits from the scale of BlackRock, its parent company, which provides cost advantages and operational efficiencies.
- Low cost: BSPAX offers a low-cost way to track the S&P 500, making it attractive to cost-conscious investors.
- Replication strategy: The fund's strategy of mirroring the S&P 500 provides a predictable and transparent investment outcome.
What Does BSPAX Do?
iShares S&P 500 Index Fund Investor A Shares (BSPAX) is designed to provide investment results that closely correspond to the total return performance of publicly-traded common stocks within the S&P 500 Index. The fund operates as a feeder fund, meaning it invests all of its assets into the Master Portfolio of MIP, which shares the same investment objective and strategies. Founded with the goal of offering investors efficient and diversified exposure to the broad U.S. equity market, BSPAX has evolved into a significant player in the asset management industry. The fund maintains a portfolio where at least 90% of its assets are invested in securities that comprise the S&P 500 Index, with the percentage of assets allocated to each stock closely mirroring its representation in the index. This strategy aims to minimize tracking error and provide investors with returns that closely align with the S&P 500. BSPAX is managed by BlackRock, a global investment management firm. BSPAX offers a straightforward way for investors to participate in the performance of the U.S. equity market through a passively managed investment vehicle.
What Products and Services Does BSPAX Offer?
- Provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate.
- Track the Standard & Poor's 500® Index.
- Invest all assets in the Master Portfolio of MIP.
- Maintain at least 90% of assets in securities comprising the S&P 500 Index.
- Allocate assets to stocks in approximately the same percentage as their representation in the S&P 500 Index.
- Offer investors a passively managed investment vehicle.
How Does BSPAX Make Money?
- Operates as a feeder fund, investing in a master portfolio.
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to replicate the performance of the S&P 500 Index.
- Provides a low-cost investment option for investors seeking broad market exposure.
What Industry Does BSPAX Operate In?
BSPAX operates within the asset management industry, which is characterized by a growing trend towards passive investment strategies. Index funds like BSPAX have gained popularity due to their low cost and ability to track market performance. The competitive landscape includes other S&P 500 index funds and ETFs, as well as actively managed funds. The asset management industry is influenced by market trends, economic conditions, and regulatory changes. BSPAX's success is tied to the overall performance of the U.S. stock market and investor demand for passive investment vehicles.
Who Are BSPAX's Key Customers?
- Individual investors seeking exposure to the S&P 500.
- Institutional investors looking for a passively managed investment vehicle.
- Retirement savers seeking diversified investment options.
- Financial advisors recommending index funds to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -0.1%.
BSPAX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio
- Broad diversification across the S&P 500
- Transparent investment strategy
- High liquidity
Bear Case
- No dividend yield
- Performance tied directly to the S&P 500
- Limited potential for outperformance
- Vulnerable to market downturns
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
BSPAX Latest News
No recent news available for BSPAX.
BSPAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for BSPAX.
Price Targets
Wall Street price target analysis for BSPAX.
BSPAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for BSPAX; grades run from A+ (80-100) to F (below 30).
BSPAX Financials Stock FAQ
What does iShares S&P 500 Index Fund Investor A Shares do?
iShares S&P 500 Index Fund Investor A Shares (BSPAX) is designed to mirror the performance of the S&P 500 Index. It achieves this by investing at least 90% of its assets in the stocks that make up the index, allocating funds proportionally to their weight in the S&P 500.
What do analysts say about BSPAX stock?
As BSPAX is an index fund, analyst coverage typically focuses on the overall outlook for the S&P 500 rather than specific ratings for the fund itself. Key valuation metrics include the price-to-earnings (P/E) ratio and dividend yield of the S&P 500. Growth considerations center on the expected earnings growth of the companies within the index.
What are the main risks for BSPAX?
The primary risk for BSPAX is its direct dependence on the performance of the S&P 500 Index. Market downturns or economic recessions can significantly impact the fund's value. Additionally, changes in the composition of the S&P 500, such as the addition or removal of companies, can affect the fund's returns.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.