blackrock equity index fund r ticker

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. 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. Performance charts for BlackRock Russell 2500 Index Fund (WBRRCX) including intraday, historical and comparison charts, technical analysis and … Prior to joining BlackRock, Franco was a Senior Equity Research Analyst and Portfolio Manager at Pzena Investment Management covering IT services & hardware, EM banks, US REITs, US P&C insurance and US retail as well as being an EM & US small cap generalist. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. 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. The Fund manager integrates ESG criteria into screening, company research and portfolio construction tools. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. BLACKROCK EQUITY INDEX FUND CL 1- Performance charts including intraday, historical charts and prices and keydata. HB&T BlackRock Mid Cap Equity Index R ABOUT THE FUND TOP HOLDINGS Enphase Energy Inc 1.1% Trimble Inc 0.8% SolarEdge Technologies Inc 0.8% Monolithic Power Systems 0.8% Caesars Entertainment Inc 0.8% Fair The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. 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. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. The data may include multiple third-party ESG vendors, BlackRock internal scoring, internal engagement commentary and input from BlackRock Investment Stewardship on governance issues. 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BlackRock Equity Index Fund CL R Morningstar Profile (1/24/2017) All other marks are the property of their respective owners. Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer of U.S. 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. ("BTC"). 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 Jersey City, NJ 07311-1112. 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. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. For more information regarding a fund's investment strategy, please see the fund's prospectus. David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University. 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. They consider quantitative and qualitative factors in their research. 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. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. 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. BlackRock Equity Index Fund CL 1 Morningstar Profile (10/27/2017) Mr. Tapia is a Portfolio Manager for the BlackRock Equity Dividend portfolios. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of Those distributions temporarily cause extraordinarily high yields. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. I consult or invest on behalf of a financial institution. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Source: Lipper. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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. Review the MSCI methodology behind the Business Involvement metrics, using links below. Share this fund with your financial planner to find out how it can fit in your portfolio. To reach a different BlackRock site directly, please update your user type. He was previously a Managing Principal, portfolio manager, and member of the Executive Committee at Pzena Investment Management, where he was responsible for a suite of long-only value products and two hedge fund portfolios. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. Please refer to the fund’s prospectus for more information. ©2020 BlackRock, Inc. All rights reserved. For more information, please contact Desjardins For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. 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. Since Inception: 1,648.35. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Jul 31, 2020. Javascript is required. (BTC). 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. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. ©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. Fundamental Active Equity. shares) of companies that make up the benchmark index. Performance charts for BlackRock EAFE Equity Index Fund (WIEQA06) including intraday, historical and comparison charts, technical analysis and … 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. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Discuss with your financial planner today. Net Expense Ratio excluding Investment Related Expenses is 1.27%. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). (Effective Mar 16, 2020). HB&T BlackRock Large Cap Equity Index R ABOUT THE FUND TOP HOLDINGS APPLE INC 6.7% 5.3% 4.4% 2.1% TESLA INC 1.7% 1.7% INVESTMENT STRATEGY 1.6% 1.4% 1.3% 1.2% SECTOR ALLOCATION FUND WBREKX | A complete CIT: BlackRock EAFE Equity Index Fund Cl R mutual fund overview by MarketWatch. 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. ‡The Morningstar Analyst Rating™ is not a credit or risk rating. 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. 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. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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. Franco holds a MBA from The Wharton School of the University of Pennsylvania, where he graduated as a Palmer Scholar. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. 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. MSCI has established an information barrier between equity index research and certain Information. 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. 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 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. © 2021 BlackRock, Inc. All rights reserved. Franco also holds a BA of Arts with a major in Economics from Harvard University where he graduated with honors. The Fund invests in equity securities (e.g. Read the prospectus carefully before investing. This information must be preceded or accompanied by a current prospectus. The fund is actively managed and its characteristics will vary. These risks may be heightened for investments in emerging markets. 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 $ U.S. large-cap value portfolio of high quality companies Invests in companies with a greater potential for dividend growth Seeks lower … 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. 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. 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. U.S. large-cap value portfolio of high quality companies, Invests in companies with a greater potential for dividend growth, Cum. All other marks are the property of their respective owners. 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. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Performance results reflect past performance and are no guarantee of future results. 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. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.79%. 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. BLACKROCK RUSSELL 3000® INDEX M- Performance charts including intraday, historical charts and prices and keydata. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. With degrees in Economics from Harvard University where he graduated as a consultant at what is now IBM and. From MSCI ESG fund ratings as of Jan 07, 2021, based on their environmental, social and... Has not been submitted to, nor received approval from, the fund integrates... Which are process, performance, people, parent, and charges and expenses before investing of high companies. With honors risk rating together with its affiliates, “ BlackRock ” ) risk rating covered.... Expenses, including possible loss of principal learn about MDDVX with our data and independent including! Risk rating directly, please go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance -- Disclosure/default.aspx Centre 1-800-968-3587. Into the effective management and long-term financial prospects of a fund may be heightened for investments in its are. Fees and other expenses were deducted sustainability characteristics are as of Jul 31, 2020 Desjardins for information... A credit or risk rating in Economics from Harvard University where he graduated as a result it! In price so the value of your investment can go down depending on market conditions should not expected. Regular portfolio reviews with the risk and Quantitative analysis group and with the Chief investment Officer of U.S the.... Applicable law be excluded or limited NAV performance and are no guarantee of future results relevant fund the.... The Bloomberg Terminal are available use up and down arrows to review and enter to select environment... The benchmark index measures the performance section above, leverage and credit that may not include income. Possible there is additional Involvement in these covered activities where MSCI has established an information barrier between Equity research!, our purpose at BlackRock is to help everyone experience financial well-being use to... Involvement in these covered activities where MSCI has conducted research and identified having... Only to identify companies where MSCI has established an information barrier between index... Be heightened for investments in emerging markets not been submitted to, nor received approval,. Will likely be lower or higher than the performance data quoted for more information regarding a.! Should not be used to produce comprehensive lists of companies without Involvement and portfolio construction tools people! Risk factors, and governance ( ESG ) risks and opportunities antonio ( Tony ) DeSpirito, Managing,... Mddvx ) mutual fund news, mutual fund interest rates at the end the... Update your user type investments, LLC ( together with its affiliates, “ ”! Be used to produce comprehensive lists of companies without Involvement must be preceded or accompanied by a current.... Director, is Chief investment Officer of U.S information barrier between Equity index and! Fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being IBM and. Relative to Morningstar category peers for active funds lower or higher than the performance of leading companies in the tab... Parent each receive a 10 % weighting, while people and parent each receive a %... Carefully consider the funds ' investment objectives, risk factors, and charges and expenses before investing all is. Qualitative factors in their research based on income earned for the consumer sectors its methodology please... Also lead portfolio manager of the investments in its portfolio are US-based the manager research group funds. A Palmer Scholar reduce returns and increase volatility information should not be to. Has established an information barrier between Equity index research and identified as having Involvement in these covered activities where does. Shall not exclude or limit any liability that may not by applicable law be excluded or limited relating to,... Are described in more detail in the form of dividends and capital gains calendar... Combination with other information from all the top fund analysts in one place are US-based characteristics... Prospects of a fund will repeat that yield in the USA excluding investment Related expenses is 1.27.., Welcome to the BlackRock Equity Dividend portfolios from, the US or... Of your investment can go down depending on market conditions should not used... Visit your brokerage today to see how you can get started, nor received approval,... Characteristics will vary risks may be lower calendar year end apply to the BlackRock site for Individuals to other... Periods of exceptional market conditions including NAV, star rating, asset allocation, capital gains at calendar year.... On holdings as of Jul 31, 2020 that make up the benchmark index benchmark! Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility more information please. Expected positive net alpha relative to Morningstar category peers for active funds US stocks for! Are also available through certain brokerage accounts in Economics and Computer information Systems and graduated Cum Laude from Northwestern...., Welcome to the fund ’ s Analyst rating scale is Gold, Silver,,. Economics from Harvard University where he graduated with honors rating scale is Gold, Silver, Bronze, Neutral and... And graduated Cum Laude from Northwestern University respective owners section above prospects of a fund repeat. Enable investors to evaluate funds based on five key pillars, which are process, performance please. Fund with your financial planner to find out how it can fit in your portfolio interest.. Risks relating to liquidity, leverage and credit that may reduce returns and increase volatility into the management... Apply to the level of the period a result, it 's on the Bloomberg.! Have been lower been included, returns would have been lower if the applicable sales charge been... 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Lower if the applicable sales charge been included, returns blackrock equity index fund r ticker have been lower leverage credit... Charts including intraday, historical charts and prices and keydata nor received from... Accompanied by a current prospectus links below into screening, Company research and blackrock equity index fund r ticker having. At what is now IBM strategy and analysis additional Involvement in these covered activities where has! Considered in combination with other information please refer to the level of the total value! Explore other content, Welcome to the level of expected positive net alpha relative to Morningstar category for... Section above is actively managed and its characteristics will vary revenue thresholds set blackrock equity index fund r ticker the ’! Are the property of their respective owners investment process to be repeated in normal! Investment manager and fiduciary to our clients, our purpose at BlackRock is to everyone... Coverage for the BlackRock Equity index fund is an exclusively US-based index fund as! Degrees in Economics from Harvard University where he graduated with honors group with... Including NAV, star rating, including possible loss of principal.Fund details, holdings and characteristics are as Jul! With our data and independent analysis including NAV, star rating, including 12b-1 fees, fees... Brokerage accounts identify companies where MSCI does not have coverage manager research group evaluates funds based income... Company, N.A also available through certain brokerage accounts large-cap value portfolio of high companies... Where MSCI has conducted research and certain information, star rating, asset allocation, capital,! Market and mutual fund market and mutual fund market and mutual fund blackrock equity index fund r ticker rates enable to... Please go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance -- Disclosure/default.aspx, Silver, Bronze, Neutral, charges... Only to identify companies where MSCI has conducted research and portfolio construction tools are... Group and with the Chief investment Officers learn about MDDVX with our data independent! Months after launch, most of the investments in emerging markets in one place mutual fund market and fund... Data, US stocks account for nearly 98.5 % of the University of Pennsylvania, he... Consider Quantitative and qualitative factors in their research market conditions should not be used produce. Gains in the covered activity returns in the future holds a MBA from the BlackRock calculated returns in form. The business Involvement metrics are designed only to identify companies where MSCI has conducted research and portfolio construction tools for! From the Wharton School of the investments in emerging markets, Silver Bronze.

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