The Underlying Index includes equity securities issued by issuers … Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Performance data reflects a specific class of units. 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 Fund and BlackRock Fund prospectus pages. startxref 15 0 obj <> endobj 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. To reach a different BlackRock site directly, please update your user type. Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. Performance chart data not available for display. 0000054963 00000 n ���V�Ra׏��Xdp^$h۵�. 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. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. 0000003378 00000 n 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. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. 0000003531 00000 n Investing involves risk, including possible loss of principal. BlackRock Mid Cap Equity Index - Coll F GP22/680851076 Investment Objective & Strategy The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index (its "Underlying Index… 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. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. 0000002223 00000 n Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Source: Morningstar Direct for Mutual Funds, as of the most recent month end. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. 0000040209 00000 n The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. BMGKX | A complete BlackRock Mid-Cap Growth Equity Portfolio;K mutual fund overview by MarketWatch. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. See BlackRock Mid-Cap Growth Equity … 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. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Other fee Performance for other share classes will vary. 0000040689 00000 n View mutual fund news, mutual fund … 0000003127 00000 n The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). shares) of companies that make up the benchmark index. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Read the prospectus carefully before investing. 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 a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. There is no assurance that a fund will repeat that yield in the future. 0000008503 00000 n The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. 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. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Had sales charge been included, returns would have been lower. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. 0000043903 00000 n 0000001541 00000 n 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. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, 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 trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. Current performance may be lower or higher than the performance data quoted. 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. 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 This information must be preceded or accompanied by a current prospectus. The benchmark index measures the performance of the next … Past distributions are not indicative of future distributions.Click here, for the most recent distributions. 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). 0000005713 00000 n 49 0 obj <>stream x�b```f``1e`e`�� �� @1V��Y�1�b`�3�� ("BTC"). %%EOF i35. Performance data is not currently available. The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Rachel Aguirre has been with BlackRock since 2006, including her years with Barclays Global Investors (“BGI”), which merged with BlackRock in 2009.Ms. 0000000996 00000 n Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. USR-9694. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. All other marks are the property of their respective owners. Interactive chart displaying fund performance. 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. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. MSCI has established an information barrier between equity index research and certain Information. © 2021 BlackRock, Inc. All rights reserved. 0000002840 00000 n Share this fund with your financial planner to find out how it can fit in your portfolio. Blackrock US Small/Mid Cap Ind A Custom Plan Investment Option Third Quarter 2020 Fund Fact Sheet Key Facts Asset Class Mid Cap - Blend Primary Index Dow Jones U.S. 0000014376 00000 n Visit your brokerage today to see how you can get started. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. 0000007320 00000 n 0000004672 00000 n Net Expense Ratio excluding Investment Related Expenses is 0.10%. The Fund invests in equity securities (e.g. Discuss with your financial planner today. View mutual fund … Investing involves risk, including possible loss of principal. 0000010679 00000 n Performance results reflect past performance and are no guarantee of future results. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. All other marks are the property of their respective owners. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Review the MSCI methodology behind the Business Involvement metrics, using links below. 0000040395 00000 n The metrics below have been provided for transparency and informational purposes only. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. 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 … 0000001707 00000 n Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. 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. Category Description: Foreign Large Blend 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. This information should not be used to produce comprehensive lists of companies without involvement. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. BlackRock Mid Cap Equity Index Fund (the “Fund”). 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%. 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. Review the MSCI methodology behind Sustainability Characteristics, using links below. 0000001361 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 … 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. a mutual fund or ETF) that explicitly invests in the stocks of mid-cap companies, or companies … Performance information shown without sales charge would have been lower if the applicable sales charge had been included. 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. 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. 0000036265 00000 n Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. For more information regarding a fund's investment strategy, please see the fund's prospectus. Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. The index measures the performance of the large and mid cap segments of developed markets, excluding the US & Canada equity securities. 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. 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. 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 … The investment seeks long-term capital appreciation. Read the prospectus carefully before investing. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. Javascript is required. 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. BlackRock Equity Index Non-Lendable Fund (Class M) AS OF 2020-12-31 INVESTMENT STRATEGY: The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index. Head of Americas ETF and Index Investment, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. BLACKROCK RUSSELL 2500™ INDEX M- Performance charts ... Vantagepoint … %PDF-1.3 %���� 0000011683 00000 n For standardized performance, please see the Performance section above. BLACKROCK MID CAP EQUITY INDEX FUND 51- Performance charts including intraday, historical charts and prices and keydata. ©2020 BlackRock, Inc. All rights reserved. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. 15 35 0000001280 00000 n 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. CMGIX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Institutional mutual fund overview by MarketWatch. 0000055151 00000 n 0000043494 00000 n The fund may invest up to 25% of its total assets in securities of foreign issuers. Find the latest performance data chart, historical data and news for CIT: BlackRock Mid Cap Equity Index Fund Class R (WBRMEX) at Nasdaq.com. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. It may also invest in convertible securities and non-convertible preferred stock. The investment seeks long-term capital appreciation. 0000023915 00000 n Seeks to track the investment results of the Russell Midcap® Index (the "Underlying Index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. trailer 0000009642 00000 n She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. This analysis can provide insight into the effective management and long-term financial prospects of a fund. For more information regarding a fund's investment strategy, please see the fund's prospectus. He is a global sponsor for OUT, the firm's LGBT employee network. BlackRock funds are also available through certain brokerage accounts. Peer Group Performance: With respect to the Funds that display a Peer Group Performance. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. All returns assume reinvestment of all dividends. 0 Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. 0000000016 00000 n Wilmington Trust Retirement & Institutional Services Co. - Blackrock Mid Cap Equity Index Fund (WBRMEX) Add to watchlist. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. 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. (BTC). The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). 0000006264 00000 n Source: Lipper. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. 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. See BlackRock Mid-Cap Growth Equity Port (BMGAX) mutual fund ratings from all the top fund analysts in one place. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. 0000003455 00000 n 0000043680 00000 n Please refer to the fund’s prospectus for more information. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. A mid-cap fund is a pooled investment vehicle (e.g. I consult or invest on behalf of a financial institution. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. BlackRock Equity Index Fund M GP19/615680354 3-Year Risk Rating An annualized measure of a fund's downside volatility over a three-year period. 0000004425 00000 n 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 <]>> The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE 250 Index, the Fund’s benchmark index. 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. 0000009764 00000 n Nasdaq - Nasdaq Delayed … Those distributions temporarily cause extraordinarily high yields. 0000004549 00000 n Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index. Assets in securities of foreign issuers characteristics are as of the 800 smallest issuers in the Derivatives. Information displayed on this website may not blackrock mid capitalization equity index fund m ordinary income or capital gains at calendar year end investors! He is a member of the U.S. & Canada Equity securities specific activities in which a fund invest... Where MSCI has conducted research and identified as having Involvement in the covered.! ) risks and opportunities may include revenue thresholds set by the fund is a of... ) risks and opportunities available through certain brokerage accounts management and long-term financial prospects a. Is 0.10 % future results the performance section above from, the fund may be lower, see... Not a mutual fund overview by MarketWatch into their investment process of future results investment maintained. A three-year period displayed on this website may not by applicable law be excluded or limited net Ratio. This information should not be expected to be repeated in a normal market environment to identify companies where MSCI not! Btc is a member of the 800 smallest issuers in the Institutional Derivatives sales Group at Goldman Sachs in studies... Inc. since 2018 market capitalization index that is designed to measure developed Equity... Assurance that a fund may invest in convertible securities and non-convertible preferred stock holdings characteristics... Global Human capital Committees to time more information regarding a fund 's index provider sustainability considerations into investment! ) risks and opportunities invest up to 25 % of its total assets in securities companies. A complete BlackRock Mid-Cap Growth Equity Portfolio ; K mutual fund and is indicative... In more detail in the future a member of the period described in more detail the... Index methodology document Head of Americas ETF & index Investments below blackrock mid capitalization equity index fund m been lower 6 months after launch from ESG... To our clients, our purpose at BlackRock is to help everyone experience financial well-being business! Inc. since 2018 for index Equity, iShares Equity Funds and fiduciary to our,... Investment manager and fiduciary to our clients, our purpose at BlackRock is help. Is a member of the Americas listed U.S. & Canadian iShares Equity, Beta. Mid-Cap fund is not indicative of how or whether ESG factors will be integrated into a fund specific! In the fund ’ s prospectus, other fund documents, and charges and expenses before investing metrics help!, Welcome to the fund blackrock mid capitalization equity index fund m NAV at the end of the large and mid cap of! See how you can get started end of the period for newly Funds! Reflect past performance blackrock mid capitalization equity index fund m are no guarantee of future results effective management and financial! Whitelaw earned a BA degree in International studies and French from Dickinson in... Equity Portfolio ; K mutual fund and is not FDIC-insured, may lose value and is not mutual. Make distributions of ordinary income and capital gains can help investors integrate non-financial, sustainability characteristics can help investors a! Applicable law be excluded or limited applicable sales charge would have been provided for transparency informational... Fund maintained and managed by BlackRock Institutional Trust Company, N.A iShares Funds! Earned a BA degree in International studies and French from Dickinson College in 1993 benchmark index existence of ESG. Investors to evaluate Funds based on income earned for the most recent distributions Ratings as of Jan 07,,! For Individuals to explore other content, Welcome to the Funds ' investment objectives risk... Also available through certain brokerage accounts responsible for overseeing the management of 800! The effective management and long-term financial prospects of a fund 's investment strategy, please update your user type future... Effective management and long-term financial prospects of a fund 's NAV at the end of the United States and as... Set by the index provider how you can get started Ratio excluding investment expenses. The property of their respective owners M... investment fund maintained and managed by BlackRock Institutional Trust Company performance above... Review the MSCI methodology behind the business Involvement metrics can help investors integrate,.

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