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BlackRock for Brokerage

Why BlackRock?

BlackRock offers 15 A share funds available at $250K NAV across equity, multi-asset, and fixed income
asset classes.
Over 35 mutual fund A share classes rated 4 or 5 stars1 and 74% are less expensive than their Morningstar category average.2

Help scale your practice with brokerage blends:

Using funds available at available at $250K NAV, combine core exposures with a select satellite fund aligned to your client’s objective.

Step 1: Start with a strong core

Step 1: Start with a strong core

Equity Dividend, Total Return, and Multi-Asset Income funds help provide a strong core.

Step 2: Add a satellite fund

Step 2: Add a satellite fund

Add a select fund to help clients achieve specific outcomes with more precision.

The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Other funds are available for consideration.

Explore the blends:

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For conservative investors
Consider using Low Duration Bond Fund as a satellite fund. It seeks stable income by investing in bonds with less interest rate risk and maintains an average portfolio duration of between 0-3 years.
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  • See conservative blend performance

    Performance Statistics (%) SEC yield sub./unsub.* 2.8/2.7
    3 year volatility (std. deviation) 3.0
    Upside/downside capture vs. S&P 500 27/19
    Fees (%) Weighted average NER* 0.79
    Weighted average sales load @ 250k 0.83

    Source: Morningstar as of 6/30/19. Past performance does not guarantee or indicate future results. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.

    Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Refer to www.BlackRock.com to obtain performance data current to the most recent month-end. Standardized performance of each fund can be found below.

    *Gross expense ratios and 30 day SEC yields for each individual fund can be found below. “NER” represents Net Expense Ratio.

    Standardized performance as of 6/30/19

     

    Average annual total returns and yields (%)1
     year
    3
    year
    5
    year
    10
    year
    Since Inception30-Day SEC Subsidized Yields30-Day SEC Unsubsidized YieldsGross Expense Ratio
    BlackRock Multi-Asset Income Fund (BAICX) 6.96 5.89 3.59 7.93 - 4.10 4.00 0.94
    BlackRock Total Return Fund (MDHQX) 7.45 2.50 2.94 5.16 - 2.61 2.60 0.82
    BlackRock Equity Dividend Fund (MDDVX) 7.31 11.27 8.41 12.14 - 1.70 1.69 0.98
    BlackRock Low Duration Fund (BLDAX) 6.68 5.32 3.93 - 5.00 (2/26/10) 3.92 3.80 1.11

    30-Day SEC Yield (subsidized) - The calculation is based on a 30-day period ending on the last day of the previous month. It is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period. If the fund expenses have waivers, the subsidized yield is based on the net expenses. 30-Day SEC Yield (unsubsidized) – This calculation is based on total expenses of the fund.

For investors seeking income
Consider using Credit Strategies Income Fund as a satellite fund. It is a dynamic fixed income strategy that seeks the best credit opportunities in search of high and steady income.
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  • See income blend performance

    Performance Statistics (%) SEC yield sub. / unsub.* 3.4/3.3
    3 year volatility (std. deviation) 4.0
    Upside/downside capture vs. S&P 500 35/26
    Fees (%) Weighted average NER* 0.86
    Weighted average sales load @ 250k 0.75

    Source: Morningstar as of 6/30/19. Past performance does not guarantee or indicate future results. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.

    Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Refer to www.BlackRock.com to obtain performance data current to the most recent month-end. Standardized performance of each fund can be found below.

    *Gross expense ratios and 30 day SEC yields for each individual fund can be found below. “NER” represents Net Expense Ratio.

    Standardized performance as of 6/30/19

     

    Average annual total returns and yields (%)1
     year
    3
    year
    5
    year
    10
    year
    Since Inception30-Day SEC Subsidized Yields30-Day SEC Unsubsidized YieldsGross Expense Ratio
    BlackRock Multi-Asset Income Fund (BAICX) 6.96 5.89 3.59 7.93 - 4.10 4.00 0.94
    BlackRock Total Return Fund (MDHQX) 7.45 2.50 2.94 5.16 - 2.61 2.60 0.82
    BlackRock Equity Dividend Fund (MDDVX) 7.31 11.27 8.41 12.14 - 1.70 1.69 0.98
    BlackRock Credit Strategies Income (BMSAX) 6.68 5.32 3.93 - 5.00 (2/26/10) 3.92 3.80 1.11

    30-Day SEC Yield (subsidized) - The calculation is based on a 30-day period ending on the last day of the previous month. It is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period. If the fund expenses have waivers, the subsidized yield is based on the net expenses. 30-Day SEC Yield (unsubsidized) – This calculation is based on total expenses of the fund.

For investors seeking growth & income
Consider using Dynamic High Income Fund as a satellite fund. It seeks to enhance & diversify income sources by tactically allocating across non-traditional sources of income.
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  • See growth & income blend performance

    Performance Statistics (%) SEC yield sub. / unsub.* 3.4/3.4
    3 year volatility (std. deviation) 5.9
    Upside/downside capture vs. S&P 500 49/44
    Fees (%) Weighted average NER* 0.91
    Weighted average sales load @ 250k 0.63

    Source: Morningstar as of 6/30/19. Past performance does not guarantee or indicate future results. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.

    Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Refer to www.BlackRock.com to obtain performance data current to the most recent month-end. Standardized performance of each fund can be found below.

    *Gross expense ratios and 30 day SEC yields for each individual fund can be found below. “NER” represents Net Expense Ratio.

    Standardized performance as of 6/30/19

     

    Average annual total returns and yields (%)1
     year
    3
    year
    5
    year
    10
    year
    Since Inception30-Day SEC Subsidized Yields30-Day SEC Unsubsidized YieldsGross Expense Ratio
    BlackRock Multi-Asset Income Fund (BAICX) 6.96 5.89 3.59 7.93 - 4.10 4.00 0.94
    BlackRock Total Return Fund (MDHQX) 7.45 2.50 2.94 5.16 - 2.61 2.60 0.82
    BlackRock Equity Dividend Fund (MDDVX) 7.31 11.27 8.41 12.14 - 1.70 1.69 0.98
    BlackRock Dynamic High Income (BDHAX) 7.15 8.79 - - 5.57 (11/3/14) 4.91 4.78 1.28

    30-Day SEC Yield (subsidized) - The calculation is based on a 30-day period ending on the last day of the previous month. It is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period. If the fund expenses have waivers, the subsidized yield is based on the net expenses. 30-Day SEC Yield (unsubsidized) – This calculation is based on total expenses of the fund.

For investors seeking growth
Consider Large Cap Focus Growth Fund as a satellite fund. It invests in approximately 25-45 companies that fund management believes have strong earnings growth and capital appreciation potential.
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  • See growth blend performance

    Performance Statistics (%) SEC yield sub./unsub.* 2.7/2.0
    3 year volatility (std. deviation) 8.3
    Upside/downside capture vs. S&P 500 72/63
    Fees (%) Weighted average NER* 0.95
    Weighted average sales load @ 250k 1.50

    Source: Morningstar as of 6/30/19. Past performance does not guarantee or indicate future results. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.

    Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Refer to www.BlackRock.com to obtain performance data current to the most recent month-end. Standardized performance of each fund can be found below.

    *Gross expense ratios and 30 day SEC yields for each individual fund can be found below. “NER” represents Net Expense Ratio.

    Standardized performance as of 6/30/19

     

    Average annual total returns and yields (%)1
     year
    3
    year
    5
    year
    10
    year
    Since Inception30-Day SEC Subsidized Yields30-Day SEC Unsubsidized YieldsGross Expense Ratio
    BlackRock Multi-Asset Income Fund (BAICX) 6.96 5.89 3.59 7.93 - 4.10 4.00 0.94
    BlackRock Total Return Fund (MDHQX) 7.45 2.50 2.94 5.16 - 2.61 2.60 0.82
    BlackRock Equity Dividend Fund (MDDVX) 7.31 11.27 8.41 12.14 - 1.70 1.69 0.98
    BlackRock Large Cap Focus Growth (MDLHX) 10.78 21.63 14.41 15.87 - - - 1.09

    30-Day SEC Yield (subsidized) - The calculation is based on a 30-day period ending on the last day of the previous month. It is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period. If the fund expenses have waivers, the subsidized yield is based on the net expenses. 30-Day SEC Yield (unsubsidized) – This calculation is based on total expenses of the fund.

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