*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.
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.
Seeks to maximize risk-adjusted total return by investing in a range of fixed income sectors.
Invests primarily in the highest-rated government and agency bonds.
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.|
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 smart beta funds and our
LifePath smart beta funds.
Seeks to track an index composed of U.S. large- and mid-capitalization stocks with favorable exposure to target style factors.
Seeks to track an index of global large- and mid-capitalization stocks, excluding the U.S., with favorable exposure to target style factors.
Seeks to track an index of U.S. equities that have lower volatility characteristics relative to the broader U.S. equity market.