Equities beyond the ordinary

Redesign your equities for the future

Invest beyond your borders
While BlackRock is bullish on U.S. stocks, most advisor portfolios are drastically underweight international stocks. It’s time to true up in 2021.
Seek growth with sustainable & megatrends
COVID-19 has changed our vision of the future. Seek outsized growth from sustainable investing and megatrends like technology and healthcare.
U.S. equities – too much of a good thing?
In 2020, we saw more concentration in US equities than ever before, with FAANG stocks & Microsoft driving 60% 1 of returns. Advisors should consider diversification into international to be better positioned to capture growth in 2021.
Sustainability: get ahead of client demand
COVID-19 has increased the focus and flows into sustainable investing. Client demand is increasing– be ready when they ask.
Megatrends: invest in the future
COVID has accelerated megatrends already in place such as technology and healthcare. Complement today’s winners with tomorrow’s innovators.

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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, please visit:

BlackRock Emerging Markets Fund
BlackRock Advantage ESG U.S. Equity Fund
BlackRock Health Sciences Opportunities Fund

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 quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of dividends and capital gains. Current performance may be lower or higher than that shown. Refer to blackrock.com for most recent month-end performance.

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