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Morningstar

BlackRock Global Impact Institutional BGIMX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.80  /  0.00
  • Total Assets 6.1 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 65%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis BGIMX

Will BGIMX 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 BGIMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGIMX 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 BGIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit BlackRock Global Impact Institutional to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGIMX

More BGIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.65 240,286
Technology

Wise PLC Class A

3.04 200,276
Technology

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

3.01 198,461
Financial Services

Kaspi.kz JSC ADS

3.01 197,977
Technology

ASML Holding NV

2.88 189,824
Technology

Boston Scientific Corp

2.88 189,443
Healthcare

Clean Harbors Inc

2.70 177,757
Industrials

Pearson PLC

2.59 170,514
Communication Services

ICF International Inc

2.53 166,446
Industrials

Schneider Electric SE

2.50 164,609
Industrials