Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Large-blend funds are fairly representative of the overall U.S. stock market in size, growth rates, and price. Find the latest performance data chart, historical data and news for CIT: BlackRock Equity Index Fund Class 1 (WBREOX) at Nasdaq.com. 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. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Review the MSCI methodology behind Sustainability Characteristics, using links below. Learn about MRDVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. U.S. Large Cap Equity Index Fund ... investment fund maintained and managed by BlackRock Institutional Trust Company, N.A. Had sales charge been included, returns would have been lower. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Fund will not engage in securities lending. Portfolio Characteristics Fund Inception Date.....February 28, 1997 Total Assets in … Stock values fluctuate in price so the value of your investment can go down depending on market conditions. Start a 14-day … Email is verified. BlackRock Mid Cap Equity Index Fund seeks long-term return similar to a domestic mid-cap exchange-traded fund ("ETF"). 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. The criterion for selection of investments shall be the Benchmark listed herein. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Performance chart data not available for display. shares) listed and traded on regulated markets in the United States as well as financial derivative instruments (FDIs) (i.e. Investing involves risk, including possible loss of principal. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. BlackRock Large Cap Blend Index Fund Asset Class: Stock Category: Large Blend Investment Objective 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). 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. Made In NYC | The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Over 10 Billion 1 - 10 Billion 500 Million - 1 Billion 100 - 500 Million 50 - 100 Million 25 - 50 Million 5 - 25 Million 1 - 5 Million 500K - 1 Million 100 - 500K 50 - 100K Less than 50K Done Congratulations on personalizing your experience. Disclaimer | This analysis can provide insight into the effective management and long-term financial prospects of a fund. The Fund's objective is to approximate the S&P 500 … MSCI has established an information barrier between equity index research and certain Information. Principal Risks Administrative Fee: The expense ratio includes the fund company management fee and the additional John Hancock Retirement Plan Services, LLC … 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. The Fund’s investment results will correspond directly to the investment results of the Master Portfolio. About BlackRock Index Equity Portfolio BlackRock Index Equity Portfolio is an open-end fund incorporated in the USA. Fund Perf. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. 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. Source: Lipper. These stocks represent the largest 70 percent capitalization of the investable universe. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. 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 579, 12,233, 579, 334 and 579 Funds, respectively in Lipper's Large-Cap Core Funds classification. Commerce Policy | 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. More choice gives investors flexibility to seek the investment outcomes they want. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the U.S. market for publicly traded equity securities represented by the larger capitalized companies. This information must be preceded or accompanied by a current prospectus. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. 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. investments … Because the Master Portfolio may have other investors, the percentage of the Master Portfolio held by the Fund may change from time to time. Performance charts for BlackRock Russell 2500 Index Fund (WBRRCX) including intraday, historical and comparison charts, technical analysis and trend lines. 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. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. BlackRock US Large Cap Index A Custom Plan Investment Option Second Quarter 2020 Fund Fact Sheet Key Facts Asset Class Large Cap - Blend Primary Index S&P 500 Index Broad Based Index Russell 1000 Index Net Assets $361.0 Million Inception Date 03/31/2010 Net Expense Ratio 0.01% Key Facts - Collective Investment Trust Investment Advisor BlackRock … Learn about MDILX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. BlackRock uses a … All returns assume reinvestment of all dividends. I consult or invest on behalf of a financial institution. 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. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Interactive chart displaying fund performance. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Contact Us Home Our Indexes Our Services Open Index Project Back to Morningstar Indexes Morningstar US Large Cap TR USD Name Ticker … Performance information shown without sales charge would have been lower if the applicable sales charge had been included. 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. In reliance upon an exemption from the registration requirements of the federal securities laws, investments in the fund … 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. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. All investments are made at the level of the Master Portfolio. For newly launched funds, sustainability characteristics are typically available 6 months after launch. CMGIX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Institutional mutual fund overview by MarketWatch. 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. Non-US stocks, on the other hand, account for roughly 0.9%. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. 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 $351.7 Million Inception Date 03/31/2010 Net Expense Ratio 0.01% Key Facts - Collective Investment Trust Investment Advisor BlackRock … 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 contractual agreement may … To reach a different BlackRock site directly, please update your user type. U.S. Large Cap Equity Index Fund ... investment fund maintained and managed by BlackRock Institutional Trust Company, N.A. Investing involves risk, including possible loss of principal. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. 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. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Read each carefully before investing. 1 Efficient access– There’s an index, and an index fund, for almost every market exposure and investment strategy you can possibly need. The Equity Index Non-Lendable Fund (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. Learn about BRGKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. © 2021 BlackRock, Inc. All rights reserved. Head of Americas ETF and Index Investment, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. ©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. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. This information should not be used to produce comprehensive lists of companies without involvement. The investment objective of BlackRock Large Cap Index Fund ... fee with respect to any portion of the Master Portfolio’s assets estimated to be attributable to investments in other equity and fixed-income mutual funds and exchange-traded funds managed by BFA or its affiliates that have a contractual management fee, through April 30, 2018. FUNDOV 12/04/2020 Page 1 of 4 022318 BlackRock Mid Cap Equity Index - Coll F GP22/680851076 Investment Objective & Strategy Please refer to the fund’s prospectus for more information. Read the prospectus carefully before investing. 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. Performance charts for BlackRock Emerging Markets Equity Index Fund (WEMEA31) including intraday, historical and comparison charts, technical analysis and trend lines. 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 0.12% and for Oil Sands 1.18%. ("BTC"). Discuss with your financial planner today. Read the prospectus carefully before investing. Knowing your investable assets will help us build and prioritize features that will suit your investment needs. The fund name will change to iShares Morningstar Value ETF. USR-9694. 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. BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. As of October 31, 2020, the Fund held 3.35% of the Master Portfolio.The fund may use derivatives to hedge its investments or to seek to enhance returns. Source: Lipper. Visit your brokerage today to see how you can get started. 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. He is a global sponsor for OUT, the firm's LGBT employee network. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. 2 Low cost– When you combine the impact of lower fees and tax efficiency, the potential savings gained by using an index fund … The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of … All rights reserved. BlackRock Equity Index Fund M ... top 70% of the capitalization of the US equity market are defined as large cap. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. BLACKROCK EQUITY INDEX NON-LENDABLE F- Performance charts including intraday, historical charts and prices and keydata. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Contact us for a prospectus and summary prospectus for SEC Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Those distributions temporarily cause extraordinarily high yields. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. ("BTC"). Overall Morningstar Rating for iShares Russell 1000 Large-Cap Index Fund, Class I, as of Jan 31, 2021 rated against 1230 Large Blend Funds based on risk adjusted total return. 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. At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. iShares Russell 1000 Large-Cap Index Fund ($) Cum. 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). returns, calculated after the fund's operating expenses, but before investment fees. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Start a 14-day … © 2021 Insider Inc. and finanzen.net GmbH (Imprint). Vanguard Total Stock Market Index Fund ETF Shares: 20.64: The Vanguard Total … As a result, while an Index fund will attempt to track the applicable index as closely as possible, it will tend to underperform the index to some degree over time. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. As of Sep 30, 2020 returns in the fund 's operating expenses but... Individuals to explore other content, Welcome to the investment results of the screens that to. Operates as a limited purpose trust company the USA be exposed through its investments other are! Higher than the performance section above be preceded or accompanied by a current prospectus were.... Were deducted the largest 70 percent capitalization of the United States and operates as a limited purpose trust company N.A! 30, 2020 indicative of blackrock large cap us equity index nl fund f ticker distributions.Click here, for the period cited and on the ’. 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