BlackRock Sust Awr Advtg Lg Cp Cr Inv C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
BlackRock Sustainable Aware Advantage Large Cap Core Fund Investors C Shares BIRCX
- NAV / 1-Day Return 25.29 / 0.00
- Total Assets 1.2B
-
Adj. Expense Ratio
1.480%
- Expense Ratio 1.480%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 129%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:49 PM GMT+0
Morningstar’s Analysis BIRCX
Will BIRCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BIRCX 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 BIRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.83 | 78M | Technology |
Apple Inc | 5.83 | 67M | Technology |
Microsoft Corp | 4.51 | 52M | Technology |
Amazon.com Inc | 4.42 | 51M | Consumer Cyclical |
Alphabet Inc Class A | 3.28 | 38M | Communication Services |
Broadcom Inc | 3.11 | 36M | Technology |
Alphabet Inc Class C | 2.44 | 28M | Communication Services |
Tesla Inc | 1.92 | 22M | Consumer Cyclical |
Meta Platforms Inc Class A | 1.85 | 21M | Communication Services |
Caterpillar Inc | 1.79 | 21M | Industrials |
United States