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Morningstar

BlackRock US Impact Institutional BIBFX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.21  /  1.86 %
  • Total Assets 5.5 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 112%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:12 PM GMT+0

Morningstar’s Analysis BIBFX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

BlackRock US Impact Institutional's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. 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 BIBFX

More BIBFX Holdings
  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Boston Scientific Corp

7.07
386,982
Healthcare

Royalty Pharma PLC Class A

5.64
308,741
Healthcare

ICF International Inc

5.45
298,274
Industrials

Danaher Corp

5.29
289,594
Healthcare

Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)

4.56
249,718
Utilities

Zoetis Inc Class A

3.78
206,885
Healthcare

NextEra Energy Inc

3.45
189,000
Utilities

Agilent Technologies Inc

3.44
188,527
Healthcare

Veeva Systems Inc Class A

3.40
186,179
Healthcare

Jack Henry & Associates Inc

3.36
183,728
Technology