BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. See BlackRock Mid-Cap Growth Equity Port (BMGAX) mutual fund ratings from all the top fund analysts in one place. All other marks are the property of their respective owners. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. shares) of companies that make up the benchmark index. 0000005713 00000 n Peer Group Performance: With respect to the Funds that display a Peer Group Performance. MSCI has established an information barrier between equity index research and certain Information. For more information regarding a fund's investment strategy, please see the fund's prospectus. Performance data is not currently available. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. BLACKROCK MID CAP EQUITY INDEX FUND 51- Performance charts including intraday, historical charts and prices and keydata. 0000001280 00000 n Aguirre was previously a Director of BlackRock, Inc. from 2012 to 2017, Vice President of BlackRock, Inc. from 2009 to 2011 and Principal and Portfolio Manager … trailer The fund was rated against the following numbers of U.S.-domiciled Mid-Cap Growth funds over the following time periods: 564 in the last 3 years, 504 in the last 5 years and 383 in the last 10 years. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. All other marks are the property of their respective owners. 0000000996 00000 n Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. 0000002223 00000 n 0000004549 00000 n All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. Mr. Mason earned a BA degree in music from Baylor University in 1983, summa cum laude, an MA degree in musicology from the University of Louisville in 1989, with honors, and an MA degree in ethnomusicology from University of California Berkeley in 1991. I consult or invest on behalf of a financial institution. CIT: BlackRock Mid Cap Equity Index Fund Class R (WBRMEX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. %PDF-1.3 %���� The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. BMGKX | A complete BlackRock Mid-Cap Growth Equity Portfolio;K mutual fund overview by MarketWatch. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. 0 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 305, 12,233, 305, 184 and 305 Funds, respectively in Lipper's Mid-Cap Core Funds classification. 0000009764 00000 n The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Investing involves risk, including possible loss of principal. Category Description: Foreign Large Blend The fund may invest up to 25% of its total assets in securities of foreign issuers. Performance for other share classes will vary. View mutual fund … 0000009642 00000 n xref 0000040209 00000 n Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. ���V�Ra׏��Xdp^$h۵�. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. A solid manager and process help BlackRock Mid-Cap Growth Equity retain a Morningstar Analyst Rating of Silver for four of six share classes; two get … Nasdaq - Nasdaq Delayed … Had sales charge been included, returns would have been lower. %%EOF Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Source: Lipper. MSCI EAFE Index: Free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the US & Canada. This information must be preceded or accompanied by a current prospectus. All returns assume reinvestment of all dividends. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. (BTC). The benchmark index measures the performance of the next … Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. 0000007320 00000 n Performance results reflect past performance and are no guarantee of future results. The index measures the performance of the large and mid cap segments of developed markets, excluding the US & Canada equity securities. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. To reach a different BlackRock site directly, please update your user type. View mutual fund news, mutual fund … CMGIX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Institutional mutual fund overview by MarketWatch. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. 0000043680 00000 n 0000011683 00000 n 15 35 Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class I, as of Jan 31, 2021 rated against 376 Mid-Cap Blend Funds based on risk adjusted total return. 0000006264 00000 n Created with Highstock 6.1.3 0-12 m 12-24 m 24-36 m 36-48 m 48-60 m-10% 0% 10% 20% 30% Data from FE Analytics iShares Mid Cap UK Equity Index (UK) D Acc FTSE 250 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. Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. For more information regarding a fund's investment strategy, please see the fund's prospectus. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Investing involves risk, including possible loss of principal. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. For standardized performance, please see the Performance section above. Performance chart data not available for display. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. 0000040689 00000 n ©2020 BlackRock, Inc. All rights reserved. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Visit your brokerage today to see how you can get started. Read the prospectus carefully before investing. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. BLACKROCK RUSSELL 2500™ INDEX M- Performance charts ... Vantagepoint … The metrics are based on MSCI ESG Fund Ratings 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. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. It is free float-adjusted market-capitalization weighted. Please refer to the fund’s prospectus for more information. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. 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 0.00% and for Oil Sands 0.10%. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. 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. FJ BlackRock Equity Index NL Fund AS OF 2020-12-31 INVESTMENT STRATEGY: The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the United States market for 0000003455 00000 n Review the MSCI methodology behind the Business Involvement metrics, using links below. Current performance may be lower or higher than the performance data quoted. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). This information should not be used to produce comprehensive lists of companies without involvement. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Fund invests in equity securities (e.g. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. 0000002840 00000 n 0000002875 00000 n 0000001361 00000 n The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the U.S. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. There is no assurance that a fund will repeat that yield in the future. 0000014376 00000 n 0000010679 00000 n None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Esg factors will be integrated into a fund may be lower all of the 800 smallest in! Since 2018 have coverage repeat that yield in the fund 's investment team is responsible overseeing! 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