Active Equities

Sometimes, market returns alone are not enough for financial well-being

Are you looking to fund a college education, build a rock-solid retirement nest egg — or maybe juggling both at once? Perhaps you’re a retiree seeking adventure or simple contentment and financial comfort. Maybe you’re just starting out with your sights on home ownership or financial independence.

Whatever your goals, an allocation to actively managed equity strategies can provide the means to target a leg up on market returns ... because tracking indexes may not be enough to put you on the path to your life’s financial ambitions.

What are your active pursuits?

Actively LIVING

 

Rob and Beth want to invest for their sons’ college educations without sacrificing family vacations and important memory-making along the way.

 

Actively LEARNING

 

Anna is a single mom. She has returned to school to earn her MSN but has her young daughter’s future to secure as well.

 

Actively ADVENTURING

 

Kyle is just five years out of college but his zest for life and sense of adventure have him targeting financial independence and early retirement.

 

Actively RETIRED

 

Dharma is retired and drawing income from her investments but also wants them to continue to grow so that she may leave a legacy for her heirs.

 

Each of these investors holds a position in active equities to help them target their life’s financial goals.

BlackRock: Actively ambitious

BlackRock is, first and foremost, a fiduciary for its clients. That means your goals and financial well-being are our driving mission.

BlackRock Active Equities is actively ambitious on your behalf. Our active strategies are offered in two complementary approaches — fundamental and systematic. Each is distinct enough to offer a differentiated source of investment return that can easily partner with other portfolio components to best target individual risk/reward goals.

  • Fundamental strategies

    Fundamental strategies are sometimes called "traditional" or "discretionary." Portfolio management teams dig deep to assess the fundamental merit of a company....

    Fundamental strategies are sometimes called “traditional” or “discretionary.” Portfolio management teams dig deep to assess the fundamental merit of a company. They often focus on a relatively small group of well-studied names, gaining in-depth insight into each individual company’s prospects. A quantitative screen helps teams to narrow their research universe.

  • Systematic strategies

    Systematic strategies are often termed "quantitative," "rules-based" or "model-driven." Portfolio management teams seek to identify information not yet reflected in market prices....

    Systematic strategies are often termed "quantitative," "rules-based" or "model-driven." Portfolio management teams seek to identify information not yet reflected in market prices. Systematic managers can cover thousands of stocks and take a computer-driven approach to drill down to each company’s fundamental strengths. They seek a first-mover advantage by tapping into emergent trends.

The tie that binds the two approaches: A powerful combination of human insight and innovative technologies.

Active Equities platform
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If you’re seeking broad, diversified core exposure at lower cost and in a risk-controlled framework, explore our Advantage Series:

If you’re seeking high-conviction, more concentrated strategies, explore:

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:
Emerging Markets Fund
Mid-Cap Growth Equity Fund
Large Cap Focus Growth Fund
International Fund

If you’re targeting a specific goal such as steady income or sustainable investing alongside capital appreciation potential, explore:

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:
Equity Dividend Fund
Advantage ESG U.S. Equity Fund
Global Dividend Fund

If you’re targeting specific country, sector and specialty exposures to express a tactical investment view, explore:

Asian Dragon Fund BlackRock China A Opportunities Fund
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:
Technology Opportunities Fund
Health Sciences Opportunities Fund
Commodity Strategies Fund
Asian Dragon Fund
BlackRock China A 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.