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.
15.92 - - - 14.75
9.83 - - - 12.51
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. 14.78 - - - 14.45
Morningstar Category Avg. (%) Large Blend 12.58 9.93 11.73 9.08 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 139/1353 - - - -
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. 133/782 - - - -
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.
3.72 0.60 3.89 15.92 - - - 45.72
-1.72 -4.68 -1.57 9.83 - - - 38.07
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. 3.22 0.65 3.89 14.78 - - - 44.67
Morningstar Category Avg. (%) Large Blend 1.58 0.42 2.68 12.58 35.39 71.51 150.15 -
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.
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Key Facts

Key Facts

Size of Class (Millions) as of Aug 17, 2018 $6.5 M
Size of Fund (Millions) as of Aug 17, 2018 $62.1 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 Jul 31, 2018 330
Max Offer Price as of Aug 17, 2018 $14.18
Open to New Investors Yes
Turnover Percent as of Jul 31, 2018 118%

Portfolio Characteristics

Portfolio Characteristics

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

For the latest Active Share information on this fund, click here.

Ratings

Holdings

Holdings

as of Jun 29, 2018
Name Weight (%)
APPLE INC 3.63
AMAZON.COM INC 2.59
MICROSOFT CORPORATION 2.22
ALPHABET INC 1.98
FACEBOOK INC 1.69
Name Weight (%)
CISCO SYSTEMS INC 1.63
PEPSICO INC 1.20
ACCENTURE PLC 1.20
GILEAD SCIENCES INC 1.19
JOHNSON & JOHNSON 1.14
Holdings shown are unaudited and are based on the fund’s unofficial books and records, and may not be representative of current or future investments. Fund holdings should not be relied on in making investment decisions and should not be construed as research or investment advice regarding particular securities.

The holdings report provided represents certain information regarding the traded positions held within the portfolio as of the specified date. It does not include cash, accrued income and/or payables/receivables. The total assets reflected on the holdings report provided will not match to the net asset value of the fund as these items are excluded.

Exposure Breakdowns

Exposure Breakdowns

as of Jun 29, 2018

% of Market Value

Type Fund Benchmark Net
as of Jun 29, 2018

% of Market Value

Type Fund Benchmark Net
as of Jun 29, 2018

% of Market Value

Type Fund Benchmark Net
as of Jun 29, 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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