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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.

 


Equity Dividend Fund

Equity Dividend Fund

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

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Global Allocation Fund

Global Allocation FundMorningstar silver 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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International Fund

International Fund

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

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Advantage Small Cap Core Fund

Advantage 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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* Morningstar has awarded the Fund a Silver medal. Fewer than 10% of U.S. open-end funds hold medalist ratings. (Effective 22-Jun-2017)

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 low yield, low return environment, menu options demand consistent performance and low fees.

 


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: GB Fund

U.S. Government Bond Fund

Invests primarily in the highest-rated government and agency bonds.

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Thumb: HYB Fund

High Yield Bond FundMorningstar bronze rating

Prudently balances risk and return while seeking income opportunities.

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Thumb: IP Bond fund

Inflation Protected Bond FundMorningstar bronze rating

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

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* Morningstar has awarded the Fund a Silver medal. Fewer than 10% of U.S. open-end funds hold medalist ratings. (Effective 15-Dec-2016)
† Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of U.S. open-end funds hold medalist ratings. (Effective 01-Nov-2016)
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of U.S. open-end funds hold medalist ratings. (Effective 08- Mar-2017)

Increased focus on fees and fiduciary concerns is fueling a growing DC trend toward index strategies. Today, over 80 percent of 401(k) plans offer index funds *.

 


With iShares® index mutual funds and LifePath® index target date funds, BlackRock can help plan sponsors build lower cost, more efficient investment menus.

Effective June 19, 2017, the BlackRock index mutual funds were renamed to iShares. Learn more about this change.

Suite of iShares index mutual funds

Performance

Sophisticated portfolio management with low tracking error helps us deliver the performance you expect.

Value

Managing costs where it matters most helps participants keep more of what they earn.

Participant focus

As a fiduciary, we are dedicated to helping plan sponsors meet participant objectives.

* Brightscope/ICI Defined Contribution Plan Profile. December 2014.

Assets in smart beta strategies are growing as investors catch on to smart beta’s potential to enhance returns and reduce risk. Smart beta strategies target exposures to factors – the persistent drivers of returns within and across asset classes. DC plans can now access indexes that target specific factors through our iShares smart beta mutual funds and our LifePath smart beta mutual funds.

Effective June 19, 2017, the BlackRock smart beta funds will be renamed to iShares Edge. Learn more about this change.

 


 

iShares Edge smart beta mutual funds

Thumb: Min Vol USA Index Fund

Min Vol USA Index Fund

Seeks to track an index of U.S. equities that have lower volatility characteristics relative to the broader U.S. equity market.

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Thumb : Min Vol EAFE Index Fund

Min Vol EAFE Index Fund

Seeks to track an index of market equities that have lower volatility characteristics relative to the broader equity markets, excluding the U.S. and Canada.

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Thumb: Multifactor USA Index Fund

Multifactor USA Index Fund

Seeks to track an index composed of U.S. large- and mid-capitalization stocks with favorable exposure to target style factors.

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Thumb: Multifactor International Fund

Multifactor Intl Fund

Seeks to track an index of global large- and mid-capitalization stocks, excluding the U.S., with favorable exposure to target style factors.

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Download helpful resources

 

DC index mutual fund strategies guide