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Equity

BRLCA

Advantage Large Cap Core 529 Option

Overview

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Performance

Performance

  • Returns

The performance quoted represents past performance and does not guarantee 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.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

This fund does not have any distributions.

Key Facts

Key Facts

Net Assets as of Jul 17, 2019 $42,035,142
Size of Fund (Millions) $51.9 M
Share Class launch date Oct 05, 2009
Asset Class Equity
Benchmark Index Russell 1000 Index (Gross Total Return)
Shares Outstanding 1,427,093
Number of Holdings as of Sep 29, 2017 1

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for Advantage Large Cap Core 529 Option, Class A, as of Jun 30, 2019 rated against 194 Static Large Blend Funds.

Holdings

Holdings

as of Aug 31, 2017
Name Weight (%)
ALPHABET INC 3.01
APPLE INC 2.60
UNITEDHEALTH GROUP INC 1.68
MCDONALDS CORPORATION 1.64
MASTERCARD INC 1.60
Name Weight (%)
CELGENE CORPORATION 1.58
GILEAD SCIENCES INC 1.57
3M CO 1.55
WAL-MART STORES INC 1.54
TEXAS INSTRUMENTS INC 1.44

Portfolio Managers

Portfolio Managers

Raffaele Savi
BlackRock Systematic Active Equity Investment Team

    

Travis Cooke
BlackRock Systematic Active Equity Investment Team

Travis Cooke, CFA, Managing Director, is Head of North American strategies for the Systematic Active Equity division of BlackRock’s Active Equities Group. In his current role, Mr. Cooke is responsible for US and Canadian long-only and long-short strategies for retail and institutional clients. 

 

Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors, where he managed US strategies within the Alpha Strategies Group.

 

Mr. Cooke holds an MSc in finance from London Business School, and has been a CFA charterholder since 2001.

Richard Mathieson
BlackRock Systematic Active Equity Investment Team

    

Portfolio Manager

Literature

Literature

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