Indexing has long played a significant role in the largest institutional DC plans. But now, indexing is gaining interest and momentum in small and mid-size plans as well. Combining indexing with actively managed strategies can help investment menus offer better value and performance.

BlackRock Suite of Index Mutual Funds

Diverse and flexible solutions across global equity and fixed income strategies.

S&P 500
Russell 1000
Small-Cap Index
International Index
ACWI ex-US
Bond Index

LifePath Index Portfolios

A simple yet sophisticated choice that offers participants a globally diversified portfolio in a suite of index target date mutual funds.

Active Funds to Complement Our Index Solutions

Plans should reflect the right balance of active and index investment strategies, weighing cost against performance. Periodically assess whether your plan’s mix is still appropriate. Active management can be used for strategies that indexing can’t duplicate. In today’s streamlined DC menus, an active fund should meet specific needs and have a clearly designed process for helping to address desired investment outcomes.

Basic Value Fund

Designed to generate capital appreciation through investing in undervalued equity securities.

Global Allocation Fund

A core balanced fund designed to diversify and help reduce volatility that can potentially serve as a qualified defined investment alternative (QDIA).

Equity Dividend Fund

A portfolio built on dividend growth that seeks to protect assets in weak markets.

Investing involves risk, including possible loss of principal.

Investment strategies such as diversification do not ensure a profit and cannot protect against losses in a falling market.

Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions.

There is no guarantee that stocks or stock funds will pay dividends.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

DC-2395