iShares Large Cap Value ETF (BLCV), applies a disciplined, research-driven approach to identifying quality, undervalued stocks in the large-cap value space.
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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.
BlackRock provides compensation in connection with obtaining or using third-party ratings, rankings, or data.
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 name 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.
BlackRock provides compensation in connection with obtaining or using third-party ratings, rankings, or data.
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 name above.
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Ticker | Name | ETF or mutual fund? | Morningstar category | Overall Morningstar Rating | 1-yr Morningstar percentile ranking† | 3-yr Morningstar percentile ranking† | 5-yr Morningstar percentile ranking† | 10-yr Morningstar percentile ranking† | ||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
U.S. | ||||||||||||||
MADVX | Equity Dividend | Mutual fund | Large value | 4 | 90 | 57 | 73 | 38 | ||||||
MAFOX | Large Cap Focus Growth | Mutual fund | Large growth | 4 | 42 | 51 | 41 | 24 | ||||||
MARFX | Mid-Cap Value | Mutual fund | Mid cap value | 4 | 68 | 39 | 34 | 27 | ||||||
CMGIX | Mid-Cap Growth Equity Fund | Mutual fund | Mid cap growth | 3 | 63 | 82 | 58 | 8 | ||||||
BIRIX | BlackRock Sustainable Advantage Large Cap Core Fund | Mutual fund | Large blend | 4 | 40 | 52 | 22 | N/A | ||||||
BROIX | Advantage International | Mutual fund | Foreign large blend | 4 | 20 | 8 | 13 | 15 | ||||||
BLCV | iShares Large Cap Value ETF | ETF | Large value | N/A | N/A | N/A | N/A | |||||||
BALI | iShares Advantage Large Cap Income ETF | ETF | Derivative Income | N/A | N/A | N/A | N/A | |||||||
DYNF | iShares U.S. Equity Factor Rotation ETF | ETF | Large blend | 4 | 3 | 3 | 13 | N/A | ||||||
International/Emerging Markets | ||||||||||||||
MADCX | Emerging Markets | Mutual fund | Diversified EM | 3 | 92 | 84 | 75 | 44 | ||||||
MAILX | International Fund | Mutual fund | Foreign large blend | 2 | 94 | 96 | 68 | 56 | ||||||
BIDD | BlackRock International Dividend ETF2 | ETF | Foreign large blend | 4 | 87 | 22 | 19 | 47 | ||||||
Thematics | ||||||||||||||
SHSSX | Health Sciences Opportunities | Mutual fund | Health | 5 | 26 | 25 | 23 | 3 | ||||||
BGSIX | Technology Opportunities | Mutual fund | Technology | 4 | 17 | 47 | 29 | 22 | ||||||
Income | ||||||||||||||
BMCIX | High Equity Income | Mutual fund | Derivative Income | 3 | 83 | 58 | 44 | 23 |
Overall Morningstar Ratings as of 12/31/2024. Ratings are based on risk adjusted total returns, are determined monthly and are subject to change.
Equity Dividend Fund rated against 1,095 Large Value Funds; Large Cap Focus Growth rated against 1,020 Large Growth Funds. Mid-Cap Value rated against 392 Mid-Cap Value Funds. Mid-Cap Growth rated against 479 Mid-Cap Growth Funds. Sustainable Advantage Large Cap Core rated against 1,280 US Large Blend funds. Advantage International rated against 648 Foreign Large Blends funds. U.S. Equity Factor Rotation ETF rated against 1,280 US Large Blends funds. Emerging Markets Fund rated against 707 Diversified Emerging Markets Funds. International Fund rated against 335 US Fund Foreign Large Blend funds. International Dividend rated against Foreign Large Blend Funds. Health Sciences Opportunities Fund rated against 167 Health Funds. Technology Opportunities rated against 239 Technology Funds. High Equity Income rated against 77 Derivative Income Funds.
2 Prior to close of business on 11/15/2024, the Fund operated as an open-end mutual fund. The Fund has an identical investment objective and substantially similar investment strategies and investment risk profiles as the predecessor mutual fund. Performance for the periods prior to 6/12/17 shown above is based on the investment process and investment strategies utilized by the predecessor mutual fund when it followed a different investment objective, investment process and investment strategies under the name “BlackRock International Opportunities Portfolio.” The NAV returns are the returns of the Institutional Class Shares of the predecessor mutual fund prior to the Fund's commencement of operations, which had structural, regulatory, expense, and fee differences that may result in performance differences over time. Prior to the Fund's listing on 11/18/2024, the market price performance of the Fund uses the NAV returns of the Institutional Class Shares of the predecessor mutual fund as proxy market price returns. Please refer to the current prospectus for further information.
As of 12/31/2024, the 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 1,095, 1,036 and 808 Large Value Funds, respectively. The Large Cap Focus Growth 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 1,020, 952 and 748 Large Growth Funds, respectively. Mid-Cap Value Fund 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 392, 372 and 289 Mid-Cap Value Funds, respectively. The Mid-Cap Growth Equity Fund received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 4 stars for the 10-year period, rated against 479, 440 and 358 Mid-Cap Growth Funds, respectively. The Sustainable Large Cap Core Fund received a Morningstar Rating of 3 stars for the 3-year period and 4 stars for the 5-year period, rated against 1,280 and 1,180 Large Blend Funds, respectively. The Advantage International received a Morningstar Rating of 5 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 648, 618 and 421 US Foreign Large Blend Funds, respectively. The U.S. Equity Factor Rotation ETF received a Morningstar Rating of 5 stars for the 3-year period, 4 stars for the 5-year period and 0 stars for the 10-year period, rated against 1,280, 1,180 and 889 Diversified Emerging Mkts Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 430 stars for the 10-year period, rated against 707, 632 and 430 Diversified Emerging Mkts Funds, respectively. The International Fund received a Morningstar Rating of 3 star for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 335, 319 and 244 Foreign Large Blend Funds, respectively. The International Dividend received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period, rated against , and US Foreign Large Blend Funds, respectively. The Health Sciences Opportunities Fund 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 167, 149 and 118 Health Funds, respectively. The 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 239, 206 and 156 Technology Funds, respectively. The High Equity Income Fund 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 77, 68 and 37 Options-based Funds, respectively.
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.
† Source: Equity Dividend: 1 Year 1041/1,170; 3 Year 623/1,095; 5 Year 746/1,036; 10 Year 279/808. Large Cap Focus Growth: 1 Year 451/1,088; 3 Year 478/1,020; 5 Year 369/952; 10 Year 154/748. Mid-Cap Value: 1 Year 286/423; 3 Year 124/392; 5 Year 102/372; 10 Year 66/289. Mid-Cap Growth Equity: 1 Year 316/495; 3 Year 392/479; 5 Year 248/440; 10 Year 31/358. Sustainable Advantage Large Cap Core: 1 Year 561/1,386; 3 Year 668/1,280; 5 Year 250/1,180; 10 Year /889. Advantage International: 1 Year 149/699; 3 Year 40/648; 5 Year 85/618; 10 Year 63/421. Emerging Markets: 1 Year 725/787; 3 Year 558/707; 5 Year 404/632; 10 Year 181/430. International Fund: 1 Year 122/351; 3 Year 190/335; 5 Year 60/319; 10 Year 58/244. International Dividend: . Health Sciences Opportunities: 1 Year 49/176; 3 Year 50/167; 5 Year 46/149; 10 Year 4/118. Technology Opportunities: 1 Year 56/271; 3 Year 147/239; 5 Year 71/206; 10 Year 32/156. High Equity Income: 1 Year 95/127; 3 Year 43/77; 5 Year 31/68; 10 Year 9/37.
Ratings based on risk-adjusted total return, determined monthly and subject to change.
The Morningstar Rating 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.
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