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.
20.00 - - - 14.97
13.70 - - - 11.90
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. 18.71 - - - -
Morningstar Category Avg. (%) Large Blend 17.65 9.03 12.91 6.58 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 235/1396 - - - -
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. 160/773 - - - -
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.
13.88 2.73 4.99 20.00 - - - 31.99
7.90 -2.66 -0.52 13.70 - - - 25.05
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. 13.91 2.44 4.57 18.71 - - - -
Morningstar Category Avg. (%) Large Blend 13.19 2.32 4.19 17.65 29.63 83.47 89.13 -


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.
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, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found in the Performance section.

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 15, 2017 $4.1 M
Size of Fund (Millions) as of Dec 15, 2017 $49.7 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 Nov 30, 2017 347
Max Offer Price as of Dec 15, 2017 $13.59
Open to New Investors Yes
Turnover Percent as of Nov 30, 2017 82%

Portfolio Characteristics

Portfolio Characteristics

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

Ratings

Holdings

Holdings

as of Nov 30, 2017
Name Weight (%)
APPLE INC 3.76
MICROSOFT CORPORATION 2.60
ALPHABET INC 2.28
AMAZON.COM INC 1.90
FACEBOOK INC 1.64
Name Weight (%)
PFIZER INC 1.49
CISCO SYSTEMS INC 1.41
JOHNSON & JOHNSON 1.36
TEXAS INSTRUMENTS INC 1.21
NEXTERA ENERGY INC 1.13

Exposure Breakdowns

Exposure Breakdowns

as of Nov 30, 2017

% of Market Value

Type Fund Benchmark Net
as of Nov 30, 2017

% of Market Value

Type Fund Benchmark Net
as of Nov 30, 2017

% of Market Value

Type Fund Benchmark Net
as of Nov 30, 2017

% 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
Travis Cooke
Portfolio Manager

Literature

Literature

 

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