With equity returns likely to moderate and volatility set to rise, today’s plan line-ups should look for a blend of active and index approaches. For actively managed equity funds, consider strategies that offer participants the ability to find growth and manage uncertain markets.

 


Thumb: ED Fund

Equity Dividend Fund

A portfolio built on high-quality, dividend-paying companies, primarily domiciled in the U.S.

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Thumb: BV Fund

Basic Value Fund

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

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Thumb: GA Fund

Global Allocation FundMorningstar gold rating

Highly diversified portfolio that invests in global stocks, bonds and currencies with a proven record of growing and protecting assets.

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Thumb: International Fund

International Fund

Invests primarily in growth and value stocks outside the U.S.

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Thumb: CA Fund

Capital Appreciation Fund

Invests in large-cap companies with potential for above-average earnings growth.

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Thumb: Mid-cap GE Fund

Mid-Cap Growth Equity Fund

Invests in mid-cap companies with potential for above-average earnings growth.

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Thumb: Mid-cap Value Opps Fund

Mid-Cap Value Opps Fund

Invests in equity securities issued by U.S. mid-capitalization companies that, are believed to be undervalued and have above-average potential to generate attractive, long-term investment returns.

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Thumb: Disciplined Small Cap Core Fund

Disciplined Small Cap Core Fund

Invests at least 80% of its assets in equity securities or other financial instruments similar to, the securities included in the Russell 2000® Index.

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Thumb: Global Dividend Fund

Global Dividend Fund

Invests in a portfolio of high-quality companies from across the globe.

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Fixed income menus used to be simple: Just add a core bond fund for conservative investors at or near retirement, or as a diversifier for do-it-yourself participants. In today’s changing fixed income environment, menu options demand a global perspective and a new focus on risk.

 


Thumb: TR Fund

Total Return FundMorningstar silver rating

Seeks to maximize risk-adjusted total return by investing in a range of fixed income sectors.

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Thumb: SIO Fund

Strategic Income Opportunities Fund

A flexible, core bond alternative built to adapt to changing bond markets.

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Thumb: HYB Fund

High Yield Bond Fund

Prudently balances risk and return while seeking income opportunities.

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Thumb: IP Bond fund

Inflation Protected Bond Fund

High-quality, government–issued securities that seek to offer a hedge against inflation.

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Indexing has long played a significant role in the largest institutional defined contribution (DC) plans. But now, indexing is gaining interest and momentum in small and mid-sized plans as well. In 2014 alone, 27.3% of plan sponsors increased their proportion of index fund assets*.

 


BlackRock's suite of Index Mutual Funds and LifePath Index Target Date Portfolios can be the foundation for high quality investment menus.

Suite of index mutual funds

LifePath® Index FundsMorningstar gold rating

As one of only two target date fund series awarded Morningstar Analyst Gold rating, LifePath Index combines the LifePath legacy with BlackRock's indexing expertise.

1/10

$3.0T

170+

THE COST1 IN INDEXED ASSETS2 DEDICATED INDEX PROFESSIONALS
Our index mutual funds cost about 1/10 as much as comparable mutual funds. BlackRock is trusted to manage more indexed assets than any other firm3. Our expert team of index professionals is dedicated to delivering results.

 

The choice of a Qualified Default Investment Alternative (QDIA) by a plan sponsor can be integral to a participant’s long-term investment success. QDIA solutions should be well-diversified, cost-effective and follow a time-tested process for how they manage portfolio risk.

Please contact your BlackRock defined contribution representative at 877-99-BLKDC (877-992-5532) for information on BlackRock funds that may qualify.

 


 

To qualify as a QDIA, the default investment must*

  1. Apply generally accepted investment theories.
  2. Be well diversified to minimize the risk of large losses.
  3. Designed to provide long-term appreciation and capital preservation.
  4. Feature either a target date or balanced investment strategy.

Morningstar Fund Spotlight

Watch this video to learn more about BlackRock Total Return Fund's manager stability, fee cut and adept maneuvering within the bond market.
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