*29 C.F.R. 2550.404c-5(e)(4)
1 Based on the average expense ratio of funds with similar holdings according to Morningstar as of 3/31/16.
2 BlackRock. As of 3/31/16.
3 Pensions & Investments. As of 6/30/15.
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.
A portfolio built on high-quality, dividend-paying companies, primarily domiciled in the U.S.
Designed to generate capital appreciation through investing in undervalued equity securities.
Highly diversified portfolio that invests in global stocks, bonds and currencies with a proven record of growing and protecting assets.
Invests in large-cap companies with potential for above-average earnings growth.
Invests in mid-cap companies with potential for above-average earnings growth.
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.
Invests at least 80% of its assets in equity securities or other financial instruments similar to, the securities included in the Russell 2000® Index.
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.
Total Stock Market
Total International ex-U.S.
U.S. Total Bond
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.
|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*