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BlackRock

BlackRock Parent Rating

Above Average

BlackRock offers compelling options across asset classes and vehicles.

It earns an Above Average rating for Parent.

The firm’s approximately USD 8 trillion in assets under management, as of Sept. 30, 2022, gives it unparalleled scale and influence. It is a market-leading index fund provider globally, and its iShares exchange-traded fund franchise offers a low-cost lineup of core funds that investors can use to build a well-diversified portfolio for dirt cheap. The firm can be more adventurous in its ETF launches than some peers, so not everything it launches is appropriate for the masses. As a result, it is likely to have more ETF closures than peers that stick to the basic building blocks.

The firm’s active fixed-income and multi-asset efforts also stand out as some of the best in the industry. Those benefit from BlackRock’s commitment to building a first-class risk management system via its Aladdin analytics software. The software is also available for sale to other firms and has proved to be a popular option for competitors, a testament to its usefulness.

More recently, the firm has shifted its focus to ESG offerings and incorporating ESG across its investment lineup, leading to a political backlash in the United States.

BlackRock isn’t the best at everything it tries to do, but retail investors, financial advisors, and large institutions could all build robust portfolios using BlackRock’s products.

BlackRock Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

313.07 Bil

Investment Flows (TTM)

−26.10 Bil

Asset Growth Rate (TTM)

−8.61%

# of Share Classes

547

Exchange-Traded Funds

See All BlackRock ETFs

Market

US ETFs

Total Net Assets

16.91 Bil

Investment Flows (TTM)

1.67 Bil

Asset Growth Rate (TTM)

12.81%

# of Share Classes

29
Morningstar Rating # of Share Classes
0
4
0
2
0
Not Rated 23

Morningstar Mentions

Assessing the firm’s iShares ETFs, the company’s strengths, and what investors need to know about the world’s largest asset manager today.

Quick Definitions: Key Morningstar Terms

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