Find growth in new places
Investment ideas

Find growth in new places

With broad market indexes bouncing back to near record highs, consider high conviction active equity strategies.

Strategies to help get you where you want to go

BlackRock active equity mutual funds combine human insights with the power of BlackRock's technology and risk platforms with the aim to deliver competitive performance.
COVID-19 has changed our vision of the future
Americans are re-imagining how technology and healthcare will be a source of innovation and breakthroughs.
It’s time to revisit emerging markets
Emerging markets make up half of the world’s GDP, but barely scratch the surface in most portfolios.
Mid caps are overlooked in finding outsized growth
Mid caps have generated higher returns with less risk than small caps and offer exposure to tomorrow’s leaders.

COVID-19 has changed the vision of the future

Americans are re-imagining how technology and healthcare will be a source of innovation and breakthroughs.

BlackRock Technology Opportunities (BGSIX) chart showing the fund’s exposure to emerging tech leaders compared to the Nasdaq 100

1 Source: Morningstar as of 12/31/20. Morningstar Category: Technology for Technology Opportunities. Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Technology Opportunities was ranked 1 Year 15/231; 3 Year 5/198; 5 Year 3/177; 10 Year 4/156. Since PM inception of 6/17/2013, the fund was ranked 1/167 funds.

BlackRock Technology Opportunities (BGSIX) is the #1 ranked tech mutual fund or ETF in the Morningstar technology category since PM inception¹.

BlackRock Health Sciences Opportunities (SHSSX) chart showing the fund’s hypothetical growth of $100,000 compared to the S&P 500

2 Source: Morningstar as of 12/31/20. Morningstar Category: Health for Health Sciences Opportunities. Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Health Sciences Opportunities was ranked 1yr, 67/157; 3yr, 20/133; 5yr, 17/125; 10yr, 23/103.

BlackRock Health Sciences Opportunities (SHSSX) has outperformed 91% of peers over the 15 year tenure² of lead PM Erin Xie, PhD.

Total expense ratio for SHSSX was 0.86%. 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. The performance data quoted represents past performance, which is no guarantee of 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. For current month-end returns and standardized performance as of calendar quarter-end, click here.


It’s time to revisit emerging markets

Emerging markets make up half of the world’s GDP, but barely scratch the surface in most portfolios.

BlackRock Emerging Markets Fund (MADCX) chart showing the fund’s upside/downside capture since inception compared to the Morningstar Diversified EM Category Average

3 Source: Morningstar as of 12/31/2020. Morningstar Category: Diversified Emerging Markets for Emerging Markets Fund. Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Emerging Markets Fund was ranked 1yr, 220/796; 3yr, 62/697; 5yr, 44/597; 10yr, 63/278.

 

4 Source: Morningstar as of 12/31/20. Comparison is between the Prospectus Net Expense Ratio for MADCX (0.88%) and the average for Diversified Emerging Markets Category (1.21%). MADCX is ranked 186/851 or 22nd percentile.

 

 

BlackRock Emerging Markets Fund (MADCX) outperformed 90% of funds since PM inception3 and is priced in the least expensive quartile4


Mid caps are overlooked in finding outsized growth

Mid caps have generated higher returns with less risk than small caps and offer exposure to tomorrow’s leaders.

BlackRock Mid-Cap Growth Equity Fund (CMGIX) chart showing the fund’s risk-adjusted returns compared to the Russell 2000 Index and the Russell Top 200 Index

5 Source: Morningstar as of 12/31/20. Morningstar Category: Mid-Cap Growth for Mid-Cap Growth Equity Fund. Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Mid-Cap Growth Equity Fund was ranked 1yr, 161/604; 3yr, 71/564; 5yr, 50/504; 10yr, 21/383.

BlackRock Mid-Cap Growth Equity Fund (CMGIX) outperformed 98% of funds over 5 years5.

Past performance does not guarantee future results. 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. Index performance is not representative of the performance of the fund. Current performance may differ from the performance shown. For most recent performance and standardized performance, click here.

 


 

BlackRock active equity platform

Performance
BlackRock active equity mutual funds seek to deliver true alpha, not static or factor tilts.
Competitive fees
We’ve reduced client fees by $39.6 million over the last 3 years6 .
Focus on client journey
Aladdin helps us manage risk with particular focus on upside /downside capture.
Chart showing the funds within BlackRock’s active equity platform

6 Source: Morningstar as of 12/31/20. Morningstar Category: Mid-Cap Growth for Mid-Cap Growth Equity Fund. Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Mid-Cap Growth Equity Fund was ranked 1yr, 161/604; 3yr, 71/564; 5yr, 50/504; 10yr, 21/383.

 

7 Source: Morningstar as of 12/31/20. Rankings for all funds are for the Institutional share class. Performance for other share classes may vary. Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. The following funds are ranked as follows: Equity Dividend Fund: 1 Year 427/1,200; 3 Year 274/1,128; 5 Year 190/998; 10 Year 194/716. Large Cap Focus Growth: 1 Year 218/1,289; 3 Year 157/1,197; 5 Year 167/1,070; 10 Year 232/789. MidCap Growth Equity: 1 Year 161/604; 3 Year 71/564; 5 Year 50/504; 10 Year 21/383. Advantage ESG US Equity Fund: 1 Year 140/1,363; 3 Year 138/1,232; 5 Year 47/1,072. Advantage Small Cap Core: 1 Year 52/671; 3 Year 6/629; 5 Year 6/517. Emerging Markets Fund: 1 Year 220/796; 3 Year 62/697; 5 Year 44/597; 10 Year 63/278. International Fund: 1 Year 49/785; 3 Year 43/676; 5 Year 18/586; 10 Year 54/382. Health Sciences Opportunities Fund: 1 Year 67/157; 3 Year 20/133; 5 Year 17/125; 10 Year 23/103. Technology Opportunities: 1 Year 15/231; 3 Year 5/198; 5 Year 3/177; 10 Year 4/156. High Equity Income: 1 Year 170/191; 3 Year 71/113; 5 Year 12/70; 10 Year 1/16. Ratings based on risk-adjusted total return, determined monthly and subject to change. Equity Dividend Fund rated against 1,128 Large Value Funds; Large Cap Focus Growth rated against 1,197 Large Growth Funds; Mid-Cap Growth Equity Fund rated against 564 Mid-Cap Growth Funds; Advantage ESG US Equity Fund rated against 1,232 Large Blend Funds; Advantage Small Cap Core rated against 629 Small Blend Funds; Emerging Markets Fund rated against 697 Diversified Emerging Markets Funds; International Fund rated against 676 Foreign Large Blend Funds; Health Sciences Opportunities Fund rated against 133 Health Funds; Technology Opportunities rated against 198 Technology Funds; High Equity Income Fund rated against 113 Options based Funds. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics.