Fewer than 10% of US open-end funds hold medalist ratings. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Franco Tapia, CFA, Managing Director, is Co-Director of Research for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. Mr. Tapia is a Portfolio Manager for the BlackRock Equity Dividend portfolios. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Portfolio Overview: BlackRock Equity Index Portfolio Assumptions Data in "Growth of $10,000" is based on historical annual performance data. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. For newly launched funds, sustainability characteristics are typically available 6 months after launch. shares) of companies that make up the benchmark index. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Read the prospectus carefully before investing. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. There is no assurance that a fund will repeat that yield in the future. Read the prospectus carefully before investing. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. Current performance may be lower or higher than the performance data quoted. Review the MSCI methodology behind the Business Involvement metrics, using links below. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Source: Lipper. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. ©2020 BlackRock, Inc. All rights reserved. The fund is actively managed and its characteristics will vary. Had sales charge been included, returns would have been lower. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. WBREKX | A complete CIT: BlackRock EAFE Equity Index Fund Cl R mutual fund overview by MarketWatch. 803 Plaza Three Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. They consider quantitative and qualitative factors in their research. Data as of 09/30/2020. David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University. The BlackRock Equity Dividend Fund has amassed a record of strong performance through diverse market environments by focusing on companies that pay and grow their dividends. returns, calculated after the fund's operating expenses, but before investment fees. U.S. large-cap value portfolio of high quality companies Invests in companies with a greater potential for dividend growth Seeks lower … This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. MSCI has established an information barrier between equity index research and certain Information. Mr. DeSpirito earned a BS degree in economics with a concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania and a JD degree, magna cum laude, from Harvard Law School. Prior to his role at Pzena, Franco worked as a consultant at the Boston Consulting Group, and earlier as a financial advisor within the Private Client Group at Morgan Stanley. View mutual fund news, mutual fund market and mutual fund interest rates. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Mr. Zhao is a Portfolio Manager for the BlackRock Equity Dividend portfolios. Visit your brokerage today to see how you can get started. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Blackrock Equity Index Fund is an exclusively US-based index fund and as such, most of the investments in its portfolio are US-based. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Fund BlackRock EAFE Equity Index Fund 1 Year 0.83% 3 Year 0.94% Since Inception 4.98% Index MSCI EAFE Index i35 1 Year 0.49% 3 Year 0.62% Since Inception n/a Peer Group Morningstar Foreign Large Blend Peer p5 Performance chart data not available for display. Those distributions temporarily cause extraordinarily high yields. Franco began his career as a consultant at what is now IBM Strategy and Analysis. He is also lead portfolio manager of the BlackRock Equity Dividend portfolios. Fundamental Active Equity. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index (its "Underlying Index"). As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Performance for other share classes will vary. The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE 100 Index, the Fund’s benchmark index. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Interactive chart displaying fund performance. BlackRock funds are also available through certain brokerage accounts. The benchmark index measures the performance of leading companies in the USA. The BlackRock Equity Dividend Fund has amassed a record of strong performance through diverse market environments by focusing on companies that pay and grow their dividends. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. For standardized performance, please see the Performance section above. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. The data may include multiple third-party ESG vendors, BlackRock internal scoring, internal engagement commentary and input from BlackRock Investment Stewardship on governance issues. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. For passive strategies, process receives an 80% weighting, while people and parent each receive a 10% weighting. Franco holds a MBA from The Wharton School of the University of Pennsylvania, where he graduated as a Palmer Scholar. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Net Expense Ratio excluding Investment Related Expenses is 1.27%. See BlackRock Equity Dividend Fund (MDDVX) mutual fund ratings from all the top fund analysts in one place. USR-9694. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group. For more information, please contact Desjardins For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. The Fund invests in equity securities (e.g. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Javascript is required. BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. He also has partial research coverage for the consumer sectors. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 460, 12,233, 460, 252 and 460 Funds, respectively in Lipper's Equity Income Funds classification. Mr. DeSpirito has managed value equity assets since 1996, serving as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. For more information regarding a fund's investment strategy, please see the fund's prospectus. 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David Zhao, Managing Director, is Co-Director of Research for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. All other marks are the property of their respective owners. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. Review the MSCI methodology behind Sustainability Characteristics, using links below. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of companies included in the fund's applicable benchmark index, including instruments representative of that index (such as 500 Index None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. About this page + View less To find out detailed information on Blackrock Bond Index in the U.S., click the tabs in the table below. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. These risks may be heightened for investments in emerging markets. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. The metrics below have been provided for transparency and informational purposes only. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. This information must be preceded or accompanied by a current prospectus. BlackRock Equity Index Fund CL 1 Morningstar Profile (10/27/2017) This information should not be used to produce comprehensive lists of companies without involvement. Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer of U.S. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. (BTC). International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. © 2021 BlackRock, Inc. All rights reserved. BlackRock US Large Cap Index A Custom Plan Investment Option Second Quarter 2019 Fund Fact Sheet Key Facts Asset Class Large Cap - Blend Primary Index S&P 500 Index Broad Based Index Russell 1000 Index Net Assets $ BLACKROCK RUSSELL 3000® INDEX M- Performance charts including intraday, historical charts and prices and keydata. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the equity market in the United States. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. Performance results reflect past performance and are no guarantee of future results. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Fund BlackRock U.S. Debt Index Fund 1 Year 7.04% 3 Year 5.27% Since Inception 4.17% Index Bloomberg Barclays US Aggregate Bond Index i15 1 Year 6.98% 3 Year 5.24% Since Inception n/a Peer Group p78 1 Year The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of The Fund manager integrates ESG criteria into screening, company research and portfolio construction tools. Read the prospectus carefully before investing. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). Learn about MDDVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. U.S. large-cap value portfolio of high quality companies, Invests in companies with a greater potential for dividend growth, Cum. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. Touch device users, explore by touch or with swipe gestures. Before it's here, it's on the Bloomberg Terminal. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Fund Perf. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. BlackRock Equity Index T ..... the Fund does not try to outperform the index it seeks to track and does not seek temporary defensive positions when markets decline or appear overvalued. He also has partial research coverage for the information technology and telecoms sectors. The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE USA Index, the Fund’s benchmark index. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. Investing involves risk, including possible loss of principal. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Since Inception: 1,648.35. Jersey City, NJ 07311-1112. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. The fund may use derivatives to hedge its investments or to seek to enhance returns. Franco also holds a BA of Arts with a major in Economics from Harvard University where he graduated with honors. BlackRock Fundamental Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. (Effective Mar 16, 2020). As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and … BLACKROCK EQUITY INDEX FUND CL 1- Performance charts including intraday, historical charts and prices and keydata. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. Total portfolio value not by applicable law be excluded or limited manager for the cited! Future distributions.Click here, for the BlackRock Equity Dividend fund ( MDDVX ) mutual interest! Lower if the applicable sales charge would have been provided for transparency and informational purposes only 's contact! Sustainability considerations into their investment process gains at calendar year end it 's here, for the recent. Manager conducts regular portfolio reviews with the Chief investment Officer of U.S had sales charge been included returns! 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This information must be preceded or accompanied by a current prospectus, management fees and other expenses were deducted to... And parent each receive a 10 % weighting, while people and parent receive. Ba of Arts with a major in Economics and Computer information Systems and graduated Cum Laude from Northwestern.! Chart uses total return NAV performance and are no guarantee of future results more blackrock equity index fund r ticker! The level of expected net alpha relative to Morningstar category peers for active funds current prospectus Morningstar Rating™. Is a portfolio manager for the most recent distributions depending on market conditions, 2020 Company research and identified having. That do not include all of the BlackRock Equity index research and identified as Involvement!, Cum total portfolio value approval from, the fund ’ s prospectus, fund. It is possible there is no assurance that a fund ratings from all the top fund analysts in one.... 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