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Morningstar

BlackRock Sustainable Adg Lg Cp Cr A BIRAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 21.15  /  −0.24 %
  • Total Assets 802.2 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 120%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BIRAX

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

  • People Pillar

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

Sustainable signals are more a means than an end here.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

BlackRock Sustainable Advantage Large Cap Core’s substantial team of quant investors produces an attractive core holding using fundamental and environmental, social, and governance signals.

by Todd Trubey
Rated on Published on

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Portfolio Holdings BIRAX

More BIRAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.65 102.6 Mil
Technology

Apple Inc

6.21 83.3 Mil
Technology

NVIDIA Corp

4.70 63.0 Mil
Technology

Amazon.com Inc

4.20 56.3 Mil
Consumer Cyclical

Alphabet Inc Class A

2.85 38.2 Mil
Communication Services

Eli Lilly and Co

2.12 28.4 Mil
Healthcare

Meta Platforms Inc Class A

2.01 26.9 Mil
Communication Services

Mastercard Inc Class A

1.94 26.0 Mil
Financial Services

The Home Depot Inc

1.69 22.7 Mil
Consumer Cyclical

Alphabet Inc Class C

1.49 20.0 Mil
Communication Services