Morningstar

BlackRock Real Estate Securities Fund Investor A Shares BAREX

Medalist Rating as of Aug 31, 2026 See BlackRock Investment Hub

Strategy

The investment seeks total return comprised of long-term growth of capital and dividend income. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry inside the United States. It may invest up to 20% of its net assets plus any borrowings for investment purposes in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry outside the United States and fixed-income investments. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BIREX	BlackRock Real Estate Securities Fund Institutional Shares	Institutional	Open			Sep 28, 2012	$400.38M	0.750%	Below Average	$2M	$55.98M
BAREX	BlackRock Real Estate Securities Fund Investor A Shares	Front Load	Open			Sep 28, 2012	$21.35M	1.000%	Low	$1,000	−$1.68M
BCREX	BlackRock Real Estate Securities Fund Investor C Shares	Level Load	Open			Sep 28, 2012	$2.31M	1.750%	Below Average	$1,000	−$242,726.64

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