BlackRock equity solutions
BlackRock has a broad range of equity offerings across ETFs, mutual funds and managed products to help your clients pursue their long-term goals. Explore BlackRock's offerings, latest insights, and exclusive tools to help you build customized portfolios for every client.
| Morningstar Percentile Rankings | ||||||||||||||||
| Rated out of 5 stars, average of 3-,5-, and 10 year Morningstar star ratings. | Ranks a fund’s performance relative to its peers, from 1 (best) to 100 (worst). | |||||||||||||||
| Objective | Fund Name | Ticker | ETF or mutual fund? | Morningstar category | Overall Morningstar Star Rating* | 1YR ranking | 5YR ranking | 10YR ranking | ||||||||
| Build your base | ||||||||||||||||
| Low-cost, tax-efficient ETFs | iShares Core S&P 500 ETF | IVV | ETF | U.S. Fund Large Blend | ★★★★★ | 26 | 21 | 10 | ||||||||
| Seek resilience | ||||||||||||||||
| Defensive equities | iShares Core Dividend Growth ETF | DGRO | ETF | U.S. Fund Large Blend | ★★★★ | 57 | 23 | - | ||||||||
| iShares MSCI USA Quality Factor ETF | QUAL | ETF | U.S. Fund Large Blend | ★★★★ | 6 | 19 | 14 | |||||||||
| BlackRock Equity Dividend Fund | MADVX | Mutual fund | U.S. Fund Large Value | ★★★★ | 39 | 47 | 30 | |||||||||
| Seek growth | ||||||||||||||||
| Alpha-seeking, high active risk equities | iShares MSCI USA Value Factor ETF | VLUE | ETF | U.S. Fund Large Blend | ★★ | 29 | 78 | 60 | ||||||||
| iShares MSCI USA Momentum Factor ETF | MTUM | ETF | U.S. Fund Large Growth | ★★★ | 100 | 94 | 65 | |||||||||
| BlackRock Large Cap Focus Growth Fund | MAFOX | Mutual fund | U.S. Fund Large Growth | ★★★ | 8 | 42 | 25 | |||||||||
| Blackrock Unconstrained Equity Fund | MAEGX | Mutual fund | U.S. Fund Large Growth | ★★★★ | 18 | 6 | 28 | |||||||||
| Morningstar Percentile Rankings | |||||||||||||||||||
| Rated out of 5 stars, average of 3-,5-, and 10 year Morningstar star ratings. | Ranks a fund’s performance relative to its peers, from 1 (best) to 100 (worst). | ||||||||||||||||||
| Objective | Fund Name | Fund Ticker | ETF or mutual fund? | Morningstar category | Overall Morningstar Star Rating* | 1YR ranking | 5YR ranking | 10YR ranking | |||||||||||
| Build your base | |||||||||||||||||||
| Low-cost, tax-efficient ETFs | iShares Core MSCI EAFE ETF | IEFA | ETF | U.S. Fund Foreign Large Blend | ★★★★ | 92 | 97 | 40 | |||||||||||
| iShares International Equity Factor ETF | INTF | ETF | U.S. Fund Foreign Large Blend | ★★★ | 22 | 70 | - | ||||||||||||
| Seek resilience | |||||||||||||||||||
| Defensive equities | iShares MSCI Intl Quality Factor ETF | IQLT | ETF | U.S. Fund Foreign Large Blend | ★★★★ | 19 | 6 | - | |||||||||||
| BlackRock International Dividend Fund | BISIX | Mutual fund | U.S. Fund Foreign Large Blend | ★★★★ | 65 | 9 | 68 | ||||||||||||
| Seek growth | |||||||||||||||||||
| Alpha-seeking, high active risk equities | BlackRock International Fund | MAILX | Mutual fund | Foreign large blend | ★★ | 10 | 9 | 37 | |||||||||||
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 6/30/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
| Morningstar Percentile Rankings | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rated out of 5 stars, average of 3-,5-, and 10 year Morningstar star ratings. | Ranks a fund’s performance relative to its peers, from 1 (best) to 100 (worst). | ||||||||||||||||||
| Objective | Fund Name | Fund Ticker | ETF or mutual fund? | Morningstar category | Overall Morningstar Star Rating* | 1YR ranking | 5YR ranking | 10YR ranking | |||||||||||
| Build your base | |||||||||||||||||||
| Low-cost, tax-efficient ETFs | iShares Core MSCI Emerging Markets ETF | IEMG | ETF | U.S. Fund Diversified Emerging Mkts | ★★★ | 51 | 53 | 41 | |||||||||||
| Seek resilience | |||||||||||||||||||
| Defensive equities | iShares MSCI Emerging Markets Min Vol Factor ETF | EEMV | ETF | U.S. Fund Diversified Emerging Mkts | ★★★★ | 78 | 84 | 65 | |||||||||||
| Seek growth | |||||||||||||||||||
| Alpha-seeking, high active risk equities | BlackRock Emerging Markets Fund | MADCX | Mutual fund | U..S Fund Diversified Emerging Mkts | ★★★★ | 55 | 30 | 21 | |||||||||||
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 6/30/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
As of 6/30/2023, the iShares Core S&P 500 ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 1280, 1175 and 872 US Large Blend Funds, respectively. The iShares Core Dividend Growth received a Morningstar Rating of 3 stars for the 3-year period, and 5 stars for the 5-year period, rated against 1138 and 1085 US Large Value Funds, respectively. The iShares MSCI USA Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period and 3 stars for the 5-year period, rated against 1280 and 1175 US Large Blend Funds, respectively. Equity Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,138, 1,085 and 809 Large Value Funds, respectively. The iShares MSCI USA Value Factor ETF received a Morningstar Rating of 1 star for the 3-year period, 1 star for the 5-year period and 2 stars for the 10-year period, rated against 1138, 1085 and 809 US Large Value Funds, respectively. The iShares MSCI USA Momentum Factor ETF received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period, rated against 1117, 1032 and 791 US Large Growth Funds, respectively. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,117, 1,032 and 791 Large Growth Funds, respectively. BlackRock Unconstrained Equity Fund: received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 317, 276 and 183 Large Growth Funds, respectively. The iShares Core MSCI EAFE ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 678, 616 and 409 US Foreign Large Blend Funds, respectively. The iShares International Equity Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 2 stars for the 5-year period, rated against 678 and 616 US Foreign Large Blend Funds, respectively. The iShares MSCI Intl Quality Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 5 stars for the 5-year period, rated against 678 and 616 US Foreign Large Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period, and 3 stars for the 10-year period, rated against 678, 616, and 409 US Foreign Large Blend Funds, respectively. The International Fund received a Morningstar Rating of 1 star for the 3-year period, 2 stars for the 5-year period, and 2 stars for the 10-year period, rated against 678, 616, and 409 US Foreign Large Blend Funds, respectively. The iShares Core MSCI Emerging Markets received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 723, 646 and 385 US Diversified Emerging Markets Funds, respectively. The iShares MSCI Emerging Markets Min Vol Factor received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 723, 646 and 385 US Diversified Emerging Markets Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 723, 646 and 385 Diversified Emerging Mkts Funds, respectively. The iShares U.S. Consumer Staples ETF received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 25, 24 and 19 US Consumer Defensive Funds, respectively. The iShares U.S. Utilities ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 59, 56 and 50 US Utilities Funds, respectively. BlackRock Health Science Opportunities: received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 154, 132 and 111 US Health Funds, respectively. The iShares Robotics and Artificial Opportunities received a Morningstar Rating of 3 stars for the 3-year period and 2 stars for the 5-year, rated against 232 and 205 US Technology Funds, respectively. The iShares Semiconductor ETF received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 232, 205 and 160 US Technology Funds, respectively. The BlackRock Technology Opportunities Fund: received a Morning Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. star Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 232, 205 and 160 US Technology Funds, respectively.
| Morningstar Percentile Rankings | |||||||||||||||||||
| Rated out of 5 stars, average of 3-,5-, and 10 year Morningstar star ratings. | Ranks a fund’s performance relative to its peers, from 1 (best) to 100 (worst). | ||||||||||||||||||
| Objective | Fund Name | Fund Ticker | ETF or mutual fund? | Morningstar category | Overall Morningstar Star Rating* | 1YR ranking | 5YR ranking | 10YR ranking | |||||||||||
| Seek resilience | |||||||||||||||||||
| Defensive equities | iShares U.S. Consumer Staples ETF | IYK | ETF | U.S. Fund Consumer Defensive | ★★★★★ | 71 | 1 | 10 | |||||||||||
| iShares U.S. Utilities ETF | IDU | ETF | U.S. Fund Utilities | ★★★ | 58 | 52 | 28 | ||||||||||||
| BlackRock Health Sciences Opportunities Fund | SHSSX | Mutual fund | U.S. Fund Health | ★★★★★ | 44 | 30 | 7 | ||||||||||||
| Seek growth | |||||||||||||||||||
| Alpha-seeking, high active risk equities | iShares Robotics and Artificial Intelligence Multisector ETF | IRBO | ETF | U.S. Fund Technology | ★★ | 67 | 77 | - | |||||||||||
| iShares Semiconductor ETF | SOXX | ETF | U.S. Fund Technology | ★★★★★ | 7 | 4 | 4 | ||||||||||||
| BlackRock Technology Opportunities Fund | BGSIX | Mutual fund | U.S. Fund Technology | ★★★★ | 43 | 32 | 32 | ||||||||||||
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 12/31/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
As of 12/31/2023, the iShares Core S&P 500 ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 1298, 1191 and 897 US Large Blend Funds, respectively. The iShares Core Dividend Growth received a Morningstar Rating of 3 stars for the 3-year period, and 4 stars for the 5-year period, rated against 1131 and 1075 US Large Value Funds, respectively. The iShares MSCI USA Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1298, 1191 and 897 US Large Blend Funds, respectively. Equity Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,131, 1,075 and 821 Large Value Funds, respectively. The iShares MSCI USA Value Factor ETF received a Morningstar Rating of 2 star for the 3-year period, 2 star for the 5-year period and 2 stars for the 10-year period, rated against 1131 1075 and 821 US Large Value Funds, respectively. The iShares MSCI USA Momentum Factor ETF received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period, rated against 1118, 1031 and 810 US Large Growth Funds, respectively. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,118, 1,031 and 810 Large Growth Funds, respectively. BlackRock Unconstrained Equity Fund: received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 4 stars for the 10-year period, rated against 331, 280 and 191 Large Growth Funds, respectively. The iShares Core MSCI EAFE ETF received a Morningstar Rating of 3 stars for the 3-year period, 1 stars for the 5-year period and 5 stars for the 10-year period, rated against 698, 642 and 421 US Foreign Large Blend Funds, respectively. The iShares International Equity Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 2 stars for the 5-year period, rated against 698 and 642 US Foreign Large Blend Funds, respectively. The iShares MSCI Intl Quality Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 5 stars for the 5-year period, rated against 698 and 642 US Foreign Large Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 698, 642 and 421 US Foreign Large Blend Funds, respectively. The International Fund received a Morningstar Rating of 1 star for the 3-year period, 3 stars for the 5-year period and 2 stars for the 10-year period, rated against 698, 642 and 421 Foreign Large Blend Funds, respectively. The iShares Core MSCI Emerging Markets received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1131, 1075 and 821 US Diversified Emerging Markets Funds, respectively. The iShares MSCI Emerging Markets Min Vol Factor ETF received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 721, 656 and 402 US Diversified Emerging Markets Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 721, 656 and 402 Diversified Emerging Mkts Funds, respectively. The iShares U.S. Consumer Staples ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 25, 25 and 20 US Consumer Defensive Funds, respectively. The iShares U.S. Utilities ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 59, 58 and 51 US Utilities Funds, respectively. BlackRock Health Science Opportunities received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 158, 135 and 113 Health Funds, respectively. The iShares Robotics and Artificial Opportunities received a Morningstar Rating of 2 stars for the 3-year period and 2 stars for the 5-year, rated against 231 and 204 US Technology Funds, respectively. The iShares Semiconductor ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 231, 204 and 159 US Technology Funds, respectively. The BlackRock Technology Opportunities Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 231, 204 and 159 Technology Funds, respectively.
Morningstar Rankings are based on total return excluding sales charges, iShares Core S&P 500 ETF: Morningstar Category: US Fund Large Blend: ranked 1yr, 355/1430; 3yr, 329/1298; 5yr, 217/1191; 10yr, 71/897. iShares Core Dividend Growth ETF: Morningstar Category: US DIV and buyback TR USD: ranked 1yr, 665/1217; 3yr, 770/1131; 5yr, 214/1075. iShares MSCI USA Quality Factor ETF: Equity Dividend: 1 Year 70/1,430; 3 Year 435/1,298; 5 Year 200/1,191; 10 Year 101/897. iShares MSCI USA Value Factor ETF: Morningstar Category: US Fund Large Value: ranked 1yr, 299/1217; 3yr, 885/1131; 5yr, 833/1075; 10yr, 456/821. iShares MSCI USA Momentum Factor ETF: Morningstar Category: US Fund Large Growth: ranked 1yr, 1195/1200; 3yr, 950/1118; 5yr, 978/1031; 10yr, 539/810. BlackRock Large Cap Focus Growth*: 1 Year 70/1,200; 3 Year 792/1,118; 5 Year 430/1,031; 10 Year 196/810. BlackRock Unconstrained Equity Fund: Morningstar Category: US Fund Large Growth: 1 Year 62/363; 3 Year 7/331; 5 Year 14/280; 10 Year 59/191. iShares Core MSCI EAFE ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 667/744; 3yr, 545/698; 5yr, 628/642; 10yr, 137/421. iShares International Equity Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 125/730; 3yr, 148/679; 5yr, 524/622. iShares MSCI Intl Quality Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 137/744; 3yr, 118/698; 5yr, 41/642. The BlackRock International Dividend: 1 Year 433/744; 3 Year 26/698; 5 Year 65/642; 10 Year 261/421. BlackRock International Fund: 1 Year 68/744; 3 Year 608/698;5 Year 66/642; 10 Year 127/421. iShares Core MSCI Emerging Markets ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 376/816; 3yr, 275/721; 5yr, 295/656; 10yr, 154/102. iShares MSCI Emerging Markets Min Vol Factor ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 613/816; 3yr, 151/721; 5yr, 537/656; 10yr, 248/402. BlackRock Emerging Markets: 1 Year 402/816; 3 Year 396/721; 5 Year 168/656; 10 Year 86/402. iShares U.S. Consumer Staples ETF: Morningstar Category: US Fund Consumer Defensive: ranked 1yr, 20/28; 3yr, 6/25; 5yr, 1/25; 10yr, 2/20. iShares U.S. Utilities ETF: Morningstar Category: US Fund Utilities: ranked 1yr, 36/60; 3yr, 27/59; 5yr, 37/58; 10yr, 10/51. BlackRock Health Science Opportunities: Morningstar Category: US Fund Health: ranked 1 Year 94/176; 3 Year 48/158; 5 Year 48/134; 10 Year 5/113. iShares Robotics and Artificial Intelligence Multisector ETF: Morningstar Category: US Fund Technology: ranked 1yr, 203/267; 3yr, 185/231; 5yr, 174/204. iShares Semiconductor ETF: Morningstar Category: US Fund Technology: ranked 1yr, 15/267; 3yr, 8/231; 5yr, 8/204; 10yr, 5/159. BlackRock Technology Opportunities Fund: Morningstar Category: US Fund Technology: ranked 1 Year 133/267; 3 Year 178/231; 5 Year 78/204; 10 Year 52/159.
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 12/31/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
As of 12/31/2023, the iShares Core S&P 500 ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 1298, 1191 and 897 US Large Blend Funds, respectively. The iShares Core Dividend Growth received a Morningstar Rating of 3 stars for the 3-year period, and 4 stars for the 5-year period, rated against 1131 and 1075 US Large Value Funds, respectively. The iShares MSCI USA Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1298, 1191 and 897 US Large Blend Funds, respectively. Equity Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,131, 1,075 and 821 Large Value Funds, respectively. The iShares MSCI USA Value Factor ETF received a Morningstar Rating of 2 star for the 3-year period, 2 star for the 5-year period and 2 stars for the 10-year period, rated against 1131 1075 and 821 US Large Value Funds, respectively. The iShares MSCI USA Momentum Factor ETF received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period, rated against 1118, 1031 and 810 US Large Growth Funds, respectively. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,118, 1,031 and 810 Large Growth Funds, respectively. BlackRock Unconstrained Equity Fund: received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 4 stars for the 10-year period, rated against 331, 280 and 191 Large Growth Funds, respectively. The iShares Core MSCI EAFE ETF received a Morningstar Rating of 3 stars for the 3-year period, 1 stars for the 5-year period and 5 stars for the 10-year period, rated against 698, 642 and 421 US Foreign Large Blend Funds, respectively. The iShares International Equity Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 2 stars for the 5-year period, rated against 698 and 642 US Foreign Large Blend Funds, respectively. The iShares MSCI Intl Quality Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 5 stars for the 5-year period, rated against 698 and 642 US Foreign Large Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 698, 642 and 421 US Foreign Large Blend Funds, respectively. The International Fund received a Morningstar Rating of 1 star for the 3-year period, 3 stars for the 5-year period and 2 stars for the 10-year period, rated against 698, 642 and 421 Foreign Large Blend Funds, respectively. The iShares Core MSCI Emerging Markets received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1131, 1075 and 821 US Diversified Emerging Markets Funds, respectively. The iShares MSCI Emerging Markets Min Vol Factor ETF received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 721, 656 and 402 US Diversified Emerging Markets Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 721, 656 and 402 Diversified Emerging Mkts Funds, respectively. The iShares U.S. Consumer Staples ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 25, 25 and 20 US Consumer Defensive Funds, respectively. The iShares U.S. Utilities ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 59, 58 and 51 US Utilities Funds, respectively. BlackRock Health Science Opportunities received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 158, 135 and 113 Health Funds, respectively. The iShares Robotics and Artificial Opportunities received a Morningstar Rating of 2 stars for the 3-year period and 2 stars for the 5-year, rated against 231 and 204 US Technology Funds, respectively. The iShares Semiconductor ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 231, 204 and 159 US Technology Funds, respectively. The BlackRock Technology Opportunities Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 231, 204 and 159 Technology Funds, respectively.
Morningstar Rankings are based on total return excluding sales charges, iShares Core S&P 500 ETF: Morningstar Category: US Fund Large Blend: ranked 1yr, 355/1430; 3yr, 329/1298; 5yr, 217/1191; 10yr, 71/897. iShares Core Dividend Growth ETF: Morningstar Category: US DIV and buyback TR USD: ranked 1yr, 665/1217; 3yr, 770/1131; 5yr, 214/1075. iShares MSCI USA Quality Factor ETF: Equity Dividend: 1 Year 70/1,430; 3 Year 435/1,298; 5 Year 200/1,191; 10 Year 101/897. iShares MSCI USA Value Factor ETF: Morningstar Category: US Fund Large Value: ranked 1yr, 299/1217; 3yr, 885/1131; 5yr, 833/1075; 10yr, 456/821. iShares MSCI USA Momentum Factor ETF: Morningstar Category: US Fund Large Growth: ranked 1yr, 1195/1200; 3yr, 950/1118; 5yr, 978/1031; 10yr, 539/810. BlackRock Large Cap Focus Growth*: 1 Year 70/1,200; 3 Year 792/1,118; 5 Year 430/1,031; 10 Year 196/810. BlackRock Unconstrained Equity Fund: Morningstar Category: US Fund Large Growth: 1 Year 62/363; 3 Year 7/331; 5 Year 14/280; 10 Year 59/191. iShares Core MSCI EAFE ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 667/744; 3yr, 545/698; 5yr, 628/642; 10yr, 137/421. iShares International Equity Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 125/730; 3yr, 148/679; 5yr, 524/622. iShares MSCI Intl Quality Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 137/744; 3yr, 118/698; 5yr, 41/642. The BlackRock International Dividend: 1 Year 433/744; 3 Year 26/698; 5 Year 65/642; 10 Year 261/421. BlackRock International Fund: 1 Year 68/744; 3 Year 608/698;5 Year 66/642; 10 Year 127/421. iShares Core MSCI Emerging Markets ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 376/816; 3yr, 275/721; 5yr, 295/656; 10yr, 154/102. iShares MSCI Emerging Markets Min Vol Factor ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 613/816; 3yr, 151/721; 5yr, 537/656; 10yr, 248/402. BlackRock Emerging Markets: 1 Year 402/816; 3 Year 396/721; 5 Year 168/656; 10 Year 86/402. iShares U.S. Consumer Staples ETF: Morningstar Category: US Fund Consumer Defensive: ranked 1yr, 20/28; 3yr, 6/25; 5yr, 1/25; 10yr, 2/20. iShares U.S. Utilities ETF: Morningstar Category: US Fund Utilities: ranked 1yr, 36/60; 3yr, 27/59; 5yr, 37/58; 10yr, 10/51. BlackRock Health Science Opportunities: Morningstar Category: US Fund Health: ranked 1 Year 94/176; 3 Year 48/158; 5 Year 48/134; 10 Year 5/113. iShares Robotics and Artificial Intelligence Multisector ETF: Morningstar Category: US Fund Technology: ranked 1yr, 203/267; 3yr, 185/231; 5yr, 174/204. iShares Semiconductor ETF: Morningstar Category: US Fund Technology: ranked 1yr, 15/267; 3yr, 8/231; 5yr, 8/204; 10yr, 5/159. BlackRock Technology Opportunities Fund: Morningstar Category: US Fund Technology: ranked 1 Year 133/267; 3 Year 178/231; 5 Year 78/204; 10 Year 52/159.
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 9/30/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
As of 9/30/2023, the iShares Core S&P 500 ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 1286, 1184 and 877 US Large Blend Funds, respectively. The iShares Core Dividend Growth received a Morningstar Rating of 2 stars for the 3-year period, and 5 stars for the 5-year period, rated against 1138 and 1084 US Large Value Funds, respectively. The iShares MSCI USA Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1286, 1184 and 877 US Large Blend Funds, respectively. Equity Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,138, 1,084 and 821 Large Value Funds, respectively. The iShares MSCI USA Value Factor ETF received a Morningstar Rating of 2 star for the 3-year period, 1 star for the 5-year period and 2 stars for the 10-year period, rated against 1138, 1084 and 821 US Large Value Funds, respectively. The iShares MSCI USA Momentum Factor ETF received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period, rated against 1125, 1040 and 810 US Large Growth Funds, respectively. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,125, 1,040 and 810 Large Growth Funds, respectively. BlackRock Unconstrained Equity Fund: received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 315, 276 and 185 Large Growth Funds, respectively. The iShares Core MSCI EAFE ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 679, 622 and 409 US Foreign Large Blend Funds, respectively. The iShares International Equity Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 2 stars for the 5-year period, rated against 679 and 622 US Foreign Large Blend Funds, respectively. The iShares MSCI Intl Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period and 5 stars for the 5-year period, rated against 679 and 622 US Foreign Large Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 679, 622 and 409 US Foreign Large Blend Funds, respectively. The International Fund received a Morningstar Rating of 1 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period, rated against 679, 622 and 409 Foreign Large Blend Funds, respectively. The iShares Core MSCI Emerging Markets received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 718, 652 and 391 US Diversified Emerging Markets Funds, respectively. The iShares MSCI Emerging Markets Min Vol Factor ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 718, 652 and 391 US Diversified Emerging Markets Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 718, 652 and 391 Diversified Emerging Mkts Funds, respectively. The iShares U.S. Consumer Staples ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 25, 24 and 19 US Consumer Defensive Funds, respectively. The iShares U.S. Utilities ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 59, 57 and 50 US Utilities Funds, respectively. BlackRock Health Science Opportunities: received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 157, 132 and 111 Health Funds, respectively. The iShares Robotics and Artificial Opportunities received a Morningstar Rating of 3 stars for the 3-year period and 2 stars for the 5-year, rated against 229 and 203 US Technology Funds, respectively. The iShares Semiconductor ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 229, 203 and 158 US Technology Funds, respectively. The BlackRock Technology Opportunities Fund: received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 229, 203 and 158 Technology Funds, respectively.
Morningstar Rankings are based on total return excluding sales charges, iShares Core S&P 500 ETF: Morningstar Category: US Fund Large Blend: ranked 1yr, 403/1423; 3yr, 364/1286; 5yr, 182/1184; 10yr, 66/877.iShares Core Dividend Growth ETF: Morningstar Category: US DIV and buyback TR USD: ranked 1yr, 623/1221; 3yr, 814/1138; 5yr, 118/1084. iShares MSCI USA Quality Factor ETF: Equity Dividend: 1 Year 28/1,423; 3 Year 469/1,286; 5 Year 313/1,184; 10 Year 73/877. iShares MSCI USA Value Factor ETF: Morningstar Category: US Fund Large Value: ranked 1yr, 630/1221; 3yr, 805/1138; 5yr, 1022/1084; 10yr, 499/821. iShares MSCI USA Momentum Factor ETF: Morningstar Category: US Fund Large Growth: ranked 1yr, 1196/1216; 3yr, 979/1125; 5yr, 970/1040; 10yr, 494/810. BlackRock Large Cap Focus Growth*: 1 Year 127/1,216; 3 Year 785/1,125; 5 Year 486/1,040; 10 Year 173/810. BlackRock Unconstrained Equity Fund: Morningstar Category: US Fund Large Growth: 1 Year 11/356; 3 Year 5/315; 5 Year 9/276; 10 Year 81/185. iShares Core MSCI EAFE ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 651/730; 3yr, 629/679; 5yr, 583/622; 10yr, 162/409. iShares International Equity Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 125/730; 3yr, 148/679; 5yr, 524/622. iShares MSCI Intl Quality Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 360/730; 3yr, 278/679; 5yr, 55/622. The BlackRock International Dividend: 1 Year 413/730; 3 Year 275/679; 5 Year 42/622; 10 Year 232/409. BlackRock International Fund: 1 Year 62/730; 3 Year 586/679;5 Year 147/622; 10 Year 196/409. iShares Core MSCI Emerging Markets ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 409/817; 3yr, 252/718; 5yr, 280/652; 10yr, 150/391. iShares MSCI Emerging Markets Min Vol Factor ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 690/817; 3yr, 169/718; 5yr, 398/652; 10yr, 244/391. BlackRock Emerging Markets: 1 Year 502/817; 3 Year 313/718; 5 Year 147/652; 10 Year 76/391. iShares U.S. Consumer Staples ETF: Morningstar Category: US Fund Consumer Defensive: ranked 1yr, 17/27; 3yr, 3/25; 5yr, 1/24; 10yr, 1/19. iShares U.S. Utilities ETF: Morningstar Category: US Fund Utilities: ranked 1yr, 47/60; 3yr, 37/59; 5yr, 34/57; 10yr, 12/50. BlackRock Health Science Opportunities: Morningstar Category: US Fund Health: ranked 1 Year 37/173; 3 Year 52/157; 5 Year 27/132; 10 Year 4/111. iShares Robotics and Artificial Intelligence Multisector ETF: Morningstar Category: US Fund Technology: ranked 1yr, 152/274; 3yr, 166/229; 5yr, 172/203. iShares Semiconductor ETF: Morningstar Category: US Fund Technology: ranked 1yr, 10/274; 3yr, 9/2229; 5yr, 7/203; 10yr, 7/158. BlackRock Technology Opportunities Fund: Morningstar Category: US Fund Technology: ranked 1 Year 168/274; 3 Year 165/229; 5 Year 80/203; 10 Year 47/158.
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 9/30/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
As of 9/30/2023, the iShares Core S&P 500 ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 1286, 1184 and 877 US Large Blend Funds, respectively. The iShares Core Dividend Growth received a Morningstar Rating of 2 stars for the 3-year period, and 5 stars for the 5-year period, rated against 1138 and 1084 US Large Value Funds, respectively. The iShares MSCI USA Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1286, 1184 and 877 US Large Blend Funds, respectively. Equity Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,138, 1,084 and 821 Large Value Funds, respectively. The iShares MSCI USA Value Factor ETF received a Morningstar Rating of 2 star for the 3-year period, 1 star for the 5-year period and 2 stars for the 10-year period, rated against 1138, 1084 and 821 US Large Value Funds, respectively. The iShares MSCI USA Momentum Factor ETF received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period, rated against 1125, 1040 and 810 US Large Growth Funds, respectively. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,125, 1,040 and 810 Large Growth Funds, respectively. BlackRock Unconstrained Equity Fund: received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 315, 276 and 185 Large Growth Funds, respectively. The iShares Core MSCI EAFE ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 679, 622 and 409 US Foreign Large Blend Funds, respectively. The iShares International Equity Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 2 stars for the 5-year period, rated against 679 and 622 US Foreign Large Blend Funds, respectively. The iShares MSCI Intl Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period and 5 stars for the 5-year period, rated against 679 and 622 US Foreign Large Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 679, 622 and 409 US Foreign Large Blend Funds, respectively. The International Fund received a Morningstar Rating of 1 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period, rated against 679, 622 and 409 Foreign Large Blend Funds, respectively. The iShares Core MSCI Emerging Markets received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 718, 652 and 391 US Diversified Emerging Markets Funds, respectively. The iShares MSCI Emerging Markets Min Vol Factor ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 718, 652 and 391 US Diversified Emerging Markets Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 718, 652 and 391 Diversified Emerging Mkts Funds, respectively. The iShares U.S. Consumer Staples ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 25, 24 and 19 US Consumer Defensive Funds, respectively. The iShares U.S. Utilities ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 59, 57 and 50 US Utilities Funds, respectively. BlackRock Health Science Opportunities: received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 157, 132 and 111 Health Funds, respectively. The iShares Robotics and Artificial Opportunities received a Morningstar Rating of 3 stars for the 3-year period and 2 stars for the 5-year, rated against 229 and 203 US Technology Funds, respectively. The iShares Semiconductor ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 229, 203 and 158 US Technology Funds, respectively. The BlackRock Technology Opportunities Fund: received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 229, 203 and 158 Technology Funds, respectively.
Morningstar Rankings are based on total return excluding sales charges, iShares Core S&P 500 ETF: Morningstar Category: US Fund Large Blend: ranked 1yr, 403/1423; 3yr, 364/1286; 5yr, 182/1184; 10yr, 66/877.iShares Core Dividend Growth ETF: Morningstar Category: US DIV and buyback TR USD: ranked 1yr, 623/1221; 3yr, 814/1138; 5yr, 118/1084. iShares MSCI USA Quality Factor ETF: Equity Dividend: 1 Year 28/1,423; 3 Year 469/1,286; 5 Year 313/1,184; 10 Year 73/877. iShares MSCI USA Value Factor ETF: Morningstar Category: US Fund Large Value: ranked 1yr, 630/1221; 3yr, 805/1138; 5yr, 1022/1084; 10yr, 499/821. iShares MSCI USA Momentum Factor ETF: Morningstar Category: US Fund Large Growth: ranked 1yr, 1196/1216; 3yr, 979/1125; 5yr, 970/1040; 10yr, 494/810. BlackRock Large Cap Focus Growth*: 1 Year 127/1,216; 3 Year 785/1,125; 5 Year 486/1,040; 10 Year 173/810. BlackRock Unconstrained Equity Fund: Morningstar Category: US Fund Large Growth: 1 Year 11/356; 3 Year 5/315; 5 Year 9/276; 10 Year 81/185. iShares Core MSCI EAFE ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 651/730; 3yr, 629/679; 5yr, 583/622; 10yr, 162/409. iShares International Equity Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 125/730; 3yr, 148/679; 5yr, 524/622. iShares MSCI Intl Quality Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 360/730; 3yr, 278/679; 5yr, 55/622. The BlackRock International Dividend: 1 Year 413/730; 3 Year 275/679; 5 Year 42/622; 10 Year 232/409. BlackRock International Fund: 1 Year 62/730; 3 Year 586/679;5 Year 147/622; 10 Year 196/409. iShares Core MSCI Emerging Markets ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 409/817; 3yr, 252/718; 5yr, 280/652; 10yr, 150/391. iShares MSCI Emerging Markets Min Vol Factor ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 690/817; 3yr, 169/718; 5yr, 398/652; 10yr, 244/391. BlackRock Emerging Markets: 1 Year 502/817; 3 Year 313/718; 5 Year 147/652; 10 Year 76/391. iShares U.S. Consumer Staples ETF: Morningstar Category: US Fund Consumer Defensive: ranked 1yr, 17/27; 3yr, 3/25; 5yr, 1/24; 10yr, 1/19. iShares U.S. Utilities ETF: Morningstar Category: US Fund Utilities: ranked 1yr, 47/60; 3yr, 37/59; 5yr, 34/57; 10yr, 12/50. BlackRock Health Science Opportunities: Morningstar Category: US Fund Health: ranked 1 Year 37/173; 3 Year 52/157; 5 Year 27/132; 10 Year 4/111. iShares Robotics and Artificial Intelligence Multisector ETF: Morningstar Category: US Fund Technology: ranked 1yr, 152/274; 3yr, 166/229; 5yr, 172/203. iShares Semiconductor ETF: Morningstar Category: US Fund Technology: ranked 1yr, 10/274; 3yr, 9/2229; 5yr, 7/203; 10yr, 7/158. BlackRock Technology Opportunities Fund: Morningstar Category: US Fund Technology: ranked 1 Year 168/274; 3 Year 165/229; 5 Year 80/203; 10 Year 47/158.
*Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
Source: Morningstar 9/30/23
Past performance does not guarantee future results. Morningstar ratings are based on risk adjusted returns. Morningstar rankings are based on total return. For more information on the Morningstar ratings and rankings please see the end of this page.
Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).
The funds listed in the table above have been chosen by iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
As of 9/30/2023, the iShares Core S&P 500 ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 1286, 1184 and 877 US Large Blend Funds, respectively. The iShares Core Dividend Growth received a Morningstar Rating of 2 stars for the 3-year period, and 5 stars for the 5-year period, rated against 1138 and 1084 US Large Value Funds, respectively. The iShares MSCI USA Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1286, 1184 and 877 US Large Blend Funds, respectively. Equity Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 1,138, 1,084 and 821 Large Value Funds, respectively. The iShares MSCI USA Value Factor ETF received a Morningstar Rating of 2 star for the 3-year period, 1 star for the 5-year period and 2 stars for the 10-year period, rated against 1138, 1084 and 821 US Large Value Funds, respectively. The iShares MSCI USA Momentum Factor ETF received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period, rated against 1125, 1040 and 810 US Large Growth Funds, respectively. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,125, 1,040 and 810 Large Growth Funds, respectively. BlackRock Unconstrained Equity Fund: received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 315, 276 and 185 Large Growth Funds, respectively. The iShares Core MSCI EAFE ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 679, 622 and 409 US Foreign Large Blend Funds, respectively. The iShares International Equity Factor ETF received a Morningstar Rating of 4 stars for the 3-year period and 2 stars for the 5-year period, rated against 679 and 622 US Foreign Large Blend Funds, respectively. The iShares MSCI Intl Quality Factor ETF received a Morningstar Rating of 3 stars for the 3-year period and 5 stars for the 5-year period, rated against 679 and 622 US Foreign Large Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 3 stars for the 3-year period, 5 stars for the 5-year period and 3 stars for the 10-year period, rated against 679, 622 and 409 US Foreign Large Blend Funds, respectively. The International Fund received a Morningstar Rating of 1 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period, rated against 679, 622 and 409 Foreign Large Blend Funds, respectively. The iShares Core MSCI Emerging Markets received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 718, 652 and 391 US Diversified Emerging Markets Funds, respectively. The iShares MSCI Emerging Markets Min Vol Factor ETF received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 718, 652 and 391 US Diversified Emerging Markets Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 718, 652 and 391 Diversified Emerging Mkts Funds, respectively. The iShares U.S. Consumer Staples ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 25, 24 and 19 US Consumer Defensive Funds, respectively. The iShares U.S. Utilities ETF received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 59, 57 and 50 US Utilities Funds, respectively. BlackRock Health Science Opportunities: received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 157, 132 and 111 Health Funds, respectively. The iShares Robotics and Artificial Opportunities received a Morningstar Rating of 3 stars for the 3-year period and 2 stars for the 5-year, rated against 229 and 203 US Technology Funds, respectively. The iShares Semiconductor ETF received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 229, 203 and 158 US Technology Funds, respectively. The BlackRock Technology Opportunities Fund: received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 229, 203 and 158 Technology Funds, respectively.
Morningstar Rankings are based on total return excluding sales charges, iShares Core S&P 500 ETF: Morningstar Category: US Fund Large Blend: ranked 1yr, 403/1423; 3yr, 364/1286; 5yr, 182/1184; 10yr, 66/877.iShares Core Dividend Growth ETF: Morningstar Category: US DIV and buyback TR USD: ranked 1yr, 623/1221; 3yr, 814/1138; 5yr, 118/1084. iShares MSCI USA Quality Factor ETF: Equity Dividend: 1 Year 28/1,423; 3 Year 469/1,286; 5 Year 313/1,184; 10 Year 73/877. iShares MSCI USA Value Factor ETF: Morningstar Category: US Fund Large Value: ranked 1yr, 630/1221; 3yr, 805/1138; 5yr, 1022/1084; 10yr, 499/821. iShares MSCI USA Momentum Factor ETF: Morningstar Category: US Fund Large Growth: ranked 1yr, 1196/1216; 3yr, 979/1125; 5yr, 970/1040; 10yr, 494/810. BlackRock Large Cap Focus Growth*: 1 Year 127/1,216; 3 Year 785/1,125; 5 Year 486/1,040; 10 Year 173/810. BlackRock Unconstrained Equity Fund: Morningstar Category: US Fund Large Growth: 1 Year 11/356; 3 Year 5/315; 5 Year 9/276; 10 Year 81/185. iShares Core MSCI EAFE ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 651/730; 3yr, 629/679; 5yr, 583/622; 10yr, 162/409. iShares International Equity Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 125/730; 3yr, 148/679; 5yr, 524/622. iShares MSCI Intl Quality Factor ETF: Morningstar Category: US Fund Foreign Large Blend: ranked 1yr, 360/730; 3yr, 278/679; 5yr, 55/622. The BlackRock International Dividend: 1 Year 413/730; 3 Year 275/679; 5 Year 42/622; 10 Year 232/409. BlackRock International Fund: 1 Year 62/730; 3 Year 586/679;5 Year 147/622; 10 Year 196/409. iShares Core MSCI Emerging Markets ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 409/817; 3yr, 252/718; 5yr, 280/652; 10yr, 150/391. iShares MSCI Emerging Markets Min Vol Factor ETF: Morningstar Category: US Fund Diversified Emerging Mkts: ranked 1yr, 690/817; 3yr, 169/718; 5yr, 398/652; 10yr, 244/391. BlackRock Emerging Markets: 1 Year 502/817; 3 Year 313/718; 5 Year 147/652; 10 Year 76/391. iShares U.S. Consumer Staples ETF: Morningstar Category: US Fund Consumer Defensive: ranked 1yr, 17/27; 3yr, 3/25; 5yr, 1/24; 10yr, 1/19. iShares U.S. Utilities ETF: Morningstar Category: US Fund Utilities: ranked 1yr, 47/60; 3yr, 37/59; 5yr, 34/57; 10yr, 12/50. BlackRock Health Science Opportunities: Morningstar Category: US Fund Health: ranked 1 Year 37/173; 3 Year 52/157; 5 Year 27/132; 10 Year 4/111. iShares Robotics and Artificial Intelligence Multisector ETF: Morningstar Category: US Fund Technology: ranked 1yr, 152/274; 3yr, 166/229; 5yr, 172/203. iShares Semiconductor ETF: Morningstar Category: US Fund Technology: ranked 1yr, 10/274; 3yr, 9/2229; 5yr, 7/203; 10yr, 7/158. BlackRock Technology Opportunities Fund: Morningstar Category: US Fund Technology: ranked 1 Year 168/274; 3 Year 165/229; 5 Year 80/203; 10 Year 47/158.
Explore the latest insights on equity investing
Take a deeper dive into how BlackRock’s equity strategies and insights can help you seek the best potential outcomes for clients' portfolios.
Subscribe for the latest market insights and trends
