Equities

Equities beyond the ordinary

A world full of opportunity
In 2020, we saw more concentration in U.S. equities than ever before, with FAANG stocks & Microsoft driving 60% of the S&P 500 returns*. Advisors should consider diversifying into international equities to widen their investment horizon and be better positioned to capture growth.
Diversification
Sustainability: get ahead of client demand
Client demand and flows into sustainable strategies are increasing – BlackRock makes it easy to get started.
Sustainability

Value: reposition for the reopening
As the economy recovers alongside the vaccine rollout, value stocks have rallied – and there is likely more room to run. Consider rebalancing back to value.
The value rally may just be getting started
The social distancing theme (e.g. zoom or amazon) outperformed the reopening theme (e.g. airline companies and hotels) meaningfully in 2020. Given this dynamic, value stocks may stand to benefit the most from a trend reversal as the economy reopens.
EBTo

Value expert insights

Investors have benefitted from riding the growth wave. As the economy reopens, hear from our experts why now might be the time to consider rebalancing back to value.

Time to rebalance?
BlackRock found that 62% of advisor portfolios are underweight value2. It may be time to consider rebalancing back to neutral.
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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 Equity Dividend Fund
BlackRock Emerging Markets Fund
BlackRock International Fund
BlackRock Advantage ESG U.S. Equity 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.