Equity

BIRAX

Impact U.S. Equity Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
17.96 - - - 15.96
11.76 - - - 13.89
Benchmark (%) Index: Russell 3000 Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 17.58 - - - 15.80
Morningstar Category Avg. (%) Large Blend 15.35 15.17 11.93 10.84 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 222/1383 - - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 1 - - - -
Lipper Ranking Rankings are based on total return excluding sales charges. 116/775 - - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 - - - -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
10.82 0.00 6.84 17.96 - - - 55.69
5.00 -5.25 1.23 11.76 - - - 47.51
Benchmark (%) Index: Russell 3000 Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 10.57 0.17 7.12 17.58 - - - 54.97
Morningstar Category Avg. (%) Large Blend 8.42 0.28 6.67 15.35 52.76 75.69 179.88 -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Impact U.S. Equity Investor Guide
The BlackRock Impact U.S. Equity Fund enables investors to do more with their money than simply seeking a financial return.
Download the investor guide Download the investor guide

Key Facts

Key Facts

Size of Class (Millions) as of Dec 07, 2018 $6.4 M
Size of Fund (Millions) as of Dec 07, 2018 $57.8 M
Share Class launch date Oct 05, 2015
Asset Class Equity
Morningstar Category Large Blend
Lipper Classification Multi-Cap Core Funds
Benchmark Index Russell 3000 Index
CUSIP 091936146
Number of Holdings as of Oct 31, 2018 302
Max Offer Price as of Dec 07, 2018 $12.52
Open to New Investors Yes
Turnover Percent as of Nov 30, 2018 118%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Oct 31, 2018 $ 180,886.7 M
R-Squared (3y) as of Nov 30, 2018 98.87
Beta (3y) as of Nov 30, 2018 1.02
Best 3-Month Return Over the Last 3 Years 3 months ending May 31, 2016 9.74%
Worst 3-Month Return Over the Last 3 Years 3 months ending Feb 29, 2016 -7.96%
Fund Standard Deviation (3y) as of Nov 30, 2018 10.10

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for Impact U.S. Equity Fund, Class A, as of Nov 30, 2018 rated against 1207 Large Blend Funds.

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Oct 31, 2018 out of 671, 12,147, 671, 227 and 671 Funds, respectively in Lipper's Multi-Cap Core Funds classification.

Holdings

Holdings

as of Oct 31, 2018
Name Weight (%)
APPLE INC 4.18
MICROSOFT CORPORATION 2.81
AMAZON.COM INC 2.66
ALPHABET INC 1.99
CISCO SYSTEMS INC 1.60
Name Weight (%)
FACEBOOK INC 1.50
JOHNSON & JOHNSON 1.36
LIBERTY MEDIA CORP 1.23
COSTCO WHOLESALE CORPORATION 1.19
GILEAD SCIENCES INC 1.16

Exposure Breakdowns

Exposure Breakdowns

as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2018

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Travis Cooke
BlackRock Systematic Active Equity Investment Team

      

Portfolio Manager

Literature

Literature

 

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