Morningstar

BlackRock Real Estate Securities Fund Institutional Shares BIREX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $15.97  /  +0.88 %
  • Fund Size $424.0M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 2.85%
  • Turnover Ratio 129%
NAV and 1-Day Return as of

Morningstar’s Analysis BIREX

Will BIREX outperform in the 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 BIREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Real Estate Securities Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings BIREX

More BIREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.56 42M
Real Estate

Welltower Inc

8.36 36M
Real Estate

Equinix Inc

6.30 27M
Real Estate

American Tower Corp

6.15 27M
Real Estate

Digital Realty Trust Inc

5.69 25M
Real Estate

Public Storage

4.36 19M
Real Estate

American Healthcare REIT Inc Ordinary Shares

3.68 16M
Real Estate

W.P. Carey Inc

3.50 15M
Real Estate

Vivmark Residential

3.50 15M
Real Estate

BlackRock Liquidity T-Fund Instl

3.45 15M
Cash and Equivalents

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