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Morningstar

BlackRock Sustainable Advantage GlEqInvA MASCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.45  /  −0.26 %
  • Total Assets 11.6 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:45 PM GMT+0

Morningstar’s Analysis MASCX

Will MASCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MASCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MASCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin BlackRock Sustainable Advantage GlEqInvA's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MASCX

More MASCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.80 573,862
Technology

Apple Inc

4.17 499,007
Technology

NVIDIA Corp

3.82 457,201
Technology

Amazon.com Inc

3.04 364,187
Consumer Cyclical

BlackRock Liquidity T-Fund Instl

1.99 237,537
Cash and Equivalents

Alphabet Inc Class A

1.48 177,343
Communication Services

Alphabet Inc Class C

1.34 159,721
Communication Services

Novo Nordisk A/S Class B

1.30 156,060
Healthcare

Mastercard Inc Class A

1.30 156,029
Financial Services

Exxon Mobil Corp

1.23 146,695
Energy