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The Factor Box: A New Lens for Investing
The Factor Box is a new lens through which to evaluate investments. Investors can use the tool to understand and compare the factor exposures of various funds, and to aid in portfolio construction and risk management.
The Factor Box analyzes and depicts fund exposures across six different factors.
Getting Started with the Factor Box
The Factor Box allows for easy comparison of the factor exposures of various U.S. equity mutual funds and ETFs relative to the estimation universe, their peers, and a cap weighted benchmark.
How it Works
When a fund is selected, the Factor Box illustrates the strength of that fund’s exposure to each of the six factors relative to the exposures of the other funds in an easy-to-read chart.

Understanding the Chart

The fund’s exposures to each of the six factors relative to its universe are displayed in the chart. These relative exposures are classified in one of the following categories:

Underweight: Exposure within the 1st to 30th percentile.

Neutral: Exposure within the 31st to 69th percentile.

Overweight: Exposure within the 70th to 100th percentile.

Comparing to a Peer Universe

Clicking the buttons at the bottom will overlay the percentile rankings of the median fund for the fund’s Morningstar Category or the default benchmark, which is assigned by BlackRock based on the fund’s Morningstar Category. Both the peer universe and benchmark will be listed at the top of the chart once a fund is selected.



 











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Questions?


Review the Methodology document to understand the rationale, data, and calculations powering the Factor Box.


Explore the FAQ or Glossary to better understand how to use the Factor Box and the terminology displayed within the tool.


Carefully consider the iShares and BlackRock Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Read the prospectus carefully before investing.


Investing involves risk, including possible loss of principal.


This information should not be relied upon as investment advice, research or a recommendation by BlackRock regarding any fund. Only an investor and their financial advisor know enough about their circumstances to make an investment decision. Factor exposures subject to fluctuation.


The tool is provided on an 'as-is' basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal).


This tool contains general information only and does not take into account an individual's financial circumstances. This information should not be relied upon as a primary basis for an investment decision and consideration should be given to talking to a financial advisor before making an investment decision.
Information on non-BlackRock and non-iShares Funds and securities is provided strictly for illustrative purposes and should not be deemed an offer to sell or a solicitation of an offer to buy shares of any securities that are described in this material.


This material represents an assessment of the market environment as of the date indicated; is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This material is provided for educational purposes only and is not intended to constitute research, investment advice or an investment recommendation within the meaning of federal, state or local law. You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. Please consult with a qualified professional for these types of advice.


© 2019 BlackRock, Inc. All rights reserved. BLACKROCK and iSHARES, are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.


Prepared by BlackRock Investments, LLC, member FINRA.


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