Equity investments

Historically, equities have provided the highest growth potential over the long-term among major asset classes and have played a key role for investors' portfolios.

Why BlackRock

Broad selection of equity offerings across index, factors through iShares® ETFs, and active strategies through mutual funds and SMAs. 
Leader in ETF and factor investing, complemented with a strong active franchise. 
Competitively priced products across equity market exposures.

 


Popular equity strategies

iShares Core ETFs

Quality at an even lower cost
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Advantage series

Seek consistent alpha with lower levels of risk
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Dividend strategies

Seek specific outcomes, such as equity income
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Equity solutions

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iShares Core ETFs are a low cost and tax-efficient way to help build a strong foundation for a portfolio. If you are seeking strategies which have the potential to enhance returns or reduce risk, consider iShares Edge Smart Beta ETFs.

 

Fund Ticker Exposure Gross / Net Expense Ratio
iShares Core ETFs
iShares Core S&P 500 ETF IVV S&P 500 0.04%
iShares Core S&P U.S. Value ETF IUSV Value 0.05%
iShares Core S&P U.S. Growth ETF IUSG Growth 0.05%
iShares Core MSCI Total International Stock ETF IXUS Total Int’l Market 0.11%
iShares Core MSCI EAFE ETF IEFA EAFE 0.08%
iShares Core MSCI Emerging Markets ETF IEMG Emerging Markets 0.15% / 0.14%
iShares Edge Smart Beta ETFs
iShares Edge MSCI Min Vol USA ETF USMV Minimum Volatility 0.15%
iShares Edge MSCI Multifactor USA ETF LRGF Multifactor 0.20%
iShares Edge MSCI USA Value Factor ETF VLUE Value factor 0.15%

View all iShares equity ETFs

Active equity offerings are organized under four distinct product ranges, each designed to meet evolving client needs.

Average annual total returns as of 3/31/17 (Institutional shares)

 

Fund Inception date 1-year 3-year 5-year 10-year Since Inception Gross / Net Expense ratio
Core alpha
Advantage Small Cap Core Fund 03/13/13 28.12 8.49 - - 12.71 3.52% / 0.50%
Advantage Small Cap Growth Fund 09/14/93 23.91 5.40 10.24 7.62 9.46 0.76% / 0.50%
Outcome oriented
Equity Dividend Fund 11/29/88 19.24 8.96 11.13 7.20 10.01 0.72% / 0.71%
Global Dividend Fund 04/07/08 10.42 5.38 8.58 - 6.20 0.75% / 0.74%
Impact U.S. Equity Fund 10/05./15 19.41 - - - 15.05 1.68% / 0.55%
High conviction alpha
Basic Value Fund 07/01/77 17.90 6.22 11.57 5.93 11.72 0.55%
Mid-Cap Growth Equity Fund 12/27/96 22.17 9.09 13.39 8.38 9.02 1.11%
Capital Appreciation Fund 12/31/97 15.58 9.12 10.84 7.70 6.25 1.08%
Total Emerging Markets Fund 05/16/13 11.87 3.46 - - 0.8 1.31% / 0.85%
Country and sector specialty
Health Sciences Opportunities fund 10/16/00 15.25 12.34 18.42 13.54 15.38 0.91 / 0.90%
Science & Technology Opportunities Fund 05/15/00 29.15 14.06 14.70 10.73 4.56 1.23%
Commodity Strategies Fund 10/03/11 15.02 -8.40 -6.52 - -4.63 1.16 / 0.99%

Performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate. Shares when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. Refer to website at www.blackrock.com to obtain performance current to the most recent month-end.

View all equity mutual funds

Separately managed accounts (SMAs) give you the opportunity to build equity portfolios through a personal and flexible approach. BlackRock offers a range of equity SMAs and model investment strategies for advisors.

Access through a SMA

Equity strategies to fit your sophisticated investment goals.
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Leverage as a guide

Paper models for financial advisors to use as a guide in building an equity portfolio.
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Implement through a portfolio strategy

A selection of portfolio strategy designed with specific outcomes and goals in mind.
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Models are not customized to client's unique needs.

Purpose and performance
Sustainable investing
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