BlackRock Mutual Funds
View all of BlackRock’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
BlackRock Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 18 of 18 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock 40/60 Target Allocation Instl | BIMPX | Moderately Conservative Allocation | 4.67% | 4 | 0.110% | Low | Institutional | $2.0 Mil | ||
| BlackRock 80/20 Target Allocation Instl | BIAPX | Moderately Aggressive Allocation | 7.67% | 9 | 0.100% | Low | Institutional | $2.0 Mil | ||
| BlackRock Advantage International Instl | BROIX | Foreign Large Blend | 9.85% | 23 | 0.500% | Low | Institutional | $2.0 Mil | ||
| BlackRock Allocation Target Shrs Ser E | BATEX | Miscellaneous Fixed Income | — | 1.55% | 38 | — | Low | No Load | $0 | |
| BlackRock Allocation Target Shrs Ser Svc | BRASX | Miscellaneous Fixed Income | 1.66% | 42 | — | Low | No Load | $0 | ||
| BlackRock China A Opportunities Instl | CHILX | China Region | 0.00% | 17 | 0.990% | Below Average | Institutional | $2.0 Mil | ||
| BlackRock China A Opportunities K | CHKLX | China Region | 0.00% | 17 | 0.940% | Below Average | Retirement, Large | $5.0 Mil | ||
| BlackRock Exchange BlackRock | STSEX | Large Blend | 9.02% | 45 | 0.770% | Average | No Load | $0 | ||
| BlackRock Floating Rate Income Instl | BFRIX | Bank Loan | — | 3.87% | 30 | 0.660% | Below Average | Institutional | $2.0 Mil | |
| BlackRock Floating Rate Income K | BFRKX | Bank Loan | — | 3.90% | 27 | 0.570% | Low | Retirement, Large | $5.0 Mil | |
| BlackRock Health Sciences Opps Instl | SHSSX | Health | −2.17% | 58 | 0.850% | Below Average | Institutional | $2.0 Mil | ||
| BlackRock International Dividend K | BREKX | Foreign Large Blend | 10.01% | 21 | 0.820% | Low | Retirement, Large | $5.0 Mil | ||
| BlackRock LifePath® Dyn Retirement Instl | STLAX | Target-Date Retirement | — | 4.40% | 4 | 0.510% | High | Institutional | $2.0 Mil | |
| BlackRock LifePath® Dyn Retirement K | LPSAX | Target-Date Retirement | — | 4.48% | 2 | 0.260% | Below Average | Retirement, Large | $5.0 Mil | |
| BlackRock Mid-Cap Value K | MJRFX | Mid-Cap Value | 1.30% | 16 | 0.690% | Below Average | Retirement, Large | $5.0 Mil | ||
| BlackRock NY Municipal Opps Instl | MANKX | Muni New York Intermediate | — | 1.46% | 18 | 0.560% | Above Average | Institutional | $2.0 Mil | |
| BlackRock Sustainable Balanced Instl | MACPX | Moderate Allocation | 6.83% | 16 | 0.500% | Low | Institutional | $2.0 Mil | ||
| BlackRock Sustainable Balanced Inv A | MDCPX | Moderate Allocation | 6.69% | 17 | 0.750% | Low | Front Load | $1,000 |
BlackRock Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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