BlackRock for brokerage

BlackRock offers a comprehensive platform of A-share funds available at $250K NAV, multi and single fund portfolios designed to seek specific outcomes, and solutions to help manage cash alongside your clients' long-term portfolios.

Why BlackRock?

We focus on one thing—investing on behalf of our clients. We combine unbiased guidance with quality, value, & choice to help you build resilient portfolios.
Mutual fund A-share classes.
mutual fund A-share classes rated 4 or 5 stars1
help provide investment solutions for every need
BlackRock A-shares.
of BlackRock A-shares are less expensive
than their Morningstar category averages2
BlackRock A-shares.
BlackRock A-shares available at $250K NAV
across equity, multi-asset, and fixed income

To obtain more information on the funds, including the Morningstar time period ratings and standardized average annual total returns as of the most recent calendar quarter and current month-end, click on the fund names above.

The Morningstar RatingTM for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Performance data represents past performance and does not guarantee future results. Investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund names above.

Multi-fund portfolios help support a range of investment outcomes

Help your clients stay invested and pursue their goals with diversified portfolios aligned with an investment outcome and designed with optimal upside and downside capture in mind.
Start with a strong core
Build a strong core
Equity Dividend, Total Return, and Multi-Asset Income funds help provide a strong core.
Add a satellite fund to achieve outcomes
Then add a fund aligned to a goal
Add a select fund aligned with a specific goal to help achieve outcomes with more precision.

Single-fund portfolios seek investment goals with a diversified fund

For some accounts, a single, diversified solution may be appropriate. Consider these two funds available at $250K NAV to help clients achieve their goals.
For investors seeking growth with less volatility.
For investors seeking growth with less volatility
Consider Balanced Capital fund which has generated similar growth to the S&P 500 since 2000 but with smaller drawdowns.
For investors seeking attractive income with less risk.
For investors seeking attractive income with less risk
Consider Multi-Asset Income fund which is focused on managing risk and comes with a track record of competitive and consistent yield.

Cash management for brokerage accounts
BlackRock’s Short Obligation Fund (BASOX) helps your clients get more out of their cash with no initial sales load or contingent deferred sales charge, no required holding period, and provides a 25 bps advisor annual trail.
Cash Management

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