Equity

BIEVX

iShares Edge MSCI Min Vol EAFE Index Fund

Overview

Loading

Performance

Performance

Growth of Hypothetical $10,000

Performance chart data not available for display.
View full chart

Distributions

Record Date Ex-Date Payable Date
View full table
  1y 3y 5y 10y Incept.
0.21 3.31 - - 5.17
Benchmark (%) 0.12 3.30 - - 5.39
Morningstar Category Avg. (%) 9.30 4.18 7.57 5.33 -
Morningstar Ranking 753/785 494/676 - - -
Morningstar Quartile 4 3 - - -
Lipper Ranking 357/370 194/324 - - -
Lipper Quartile 4 3 - - -
  YTD 1m 3m 1y 3y 5y 10y Incept.
0.21 2.45 7.42 0.21 10.26 - - 25.27
Benchmark (%) 0.12 2.52 7.98 0.12 10.23 - - 26.42
Morningstar Category Avg. (%) 9.30 5.17 15.77 9.30 13.08 44.03 68.13 -
  2016 2017 2018 2019 2020
Total Return (%) - 21.12 -5.54 16.48 0.21
Benchmark (%) - 21.62 -5.69 16.74 0.12
Morningstar Category Avg. (%) 0.79 25.12 -14.59 21.59 9.30
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.

Key Facts

Key Facts

Size of Class (Millions) as of Feb 10, 2021 $8.4 M
Share Class launch date Jul 13, 2016
Asset Class Equity
Size of Fund (Millions) as of Feb 10, 2021 $17.7 M
Morningstar Category Foreign Large Blend
Lipper Classification International Multi-Cap Core
Benchmark Index MSCI EAFE Minimum Volatility (USD Optimized) Index - USD Net
Distribution Frequency Quarterly
CUSIP 09258N588
Max Offer Price as of Feb 10, 2021 $7.46
Open to New Investors Yes
Turnover Percent in the Annual Report 29%

Portfolio Characteristics

Portfolio Characteristics

Number of Holdings as of Jan 29, 2021 256
P/E Ratio as of Apr 30, 2021 0.00
P/B Ratio as of Apr 30, 2021 0.00
Alpha (3y) as of Feb 28, 2021 0.00
Average Market Cap (Millions) as of Apr 30, 2021 $ 0.0 M
R-Squared (3y) as of Feb 28, 2021 98.82
Fund Standard Deviation (3y) as of Feb 28, 2021 12.04
Beta (3y) as of Feb 28, 2021 0.99
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 8.14%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -16.44%
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Sustainability Characteristics

Sustainability Characteristics

To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. For newly launched funds, sustainability characteristics are typically available 6 months after launch. MSCI Ratings are currently unavailable for this fund.

Business Involvement

Business Involvement

Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments.


Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. For more information regarding a fund's investment strategy, please see the fund's prospectus.


Review the MSCI methodology behind the Business Involvement metrics, using links below.

MSCI - Controversial Weapons as of - -
MSCI - UN Global Compact Violators as of - -
MSCI - Nuclear Weapons as of - -
MSCI - Thermal Coal as of - -
MSCI - Civilian Firearms as of - -
MSCI - Oil Sands as of - -
MSCI - Tobacco as of - -

Business Involvement Coverage as of - -
Percentage of Fund not covered as of - -
BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal -% and for Oil Sands -%.

Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above.


Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research.

Fees

Fees

Gross Expense Ratio 0.32%
Net Expense Ratio 0.20%

Net Expense Ratio excluding Investment Related Expenses is 0.20%

  • Acquired Fund Fees and Expenses 0.00%
  • Interest expense 0.00%

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for iShares Edge MSCI Min Vol EAFE Index Fund, Class Inst, as of Jan 31, 2021 rated against 672 Foreign Large Blend Funds based on risk adjusted total return.

Lipper Leader

 
 
 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 326, 12,233, 328, 202 and 328 Funds, respectively in Lipper's International Multi-Cap Core classification.

Holdings

Holdings

as of Mar 31, 2021
Name Weight (%)
ISRACARD LTD 100.00

Exposure Breakdowns

Exposure Breakdowns

as of Apr 30, 2021

% of Market Value

Type Fund Benchmark Net
as of -

% of Market Value

Type Fund
as of Apr 30, 2021

% of Market Value

Type Fund Benchmark Net
as of Apr 30, 2021

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Alan Mason
Head of Americas ETF and Index Investment

   

Rachel Aguirre
Rachel Aguirre
Jennifer Hsui
Jennifer Hsui
Amy Whitelaw
Head of Americas iShares Equity Portfolio Management

  

Suzanne Henige
Suzanne Henige
Portfolio Manager

Literature

Literature

 

There are many ways to access BlackRock Funds, learn how you can add them to your portfolio