Morningstar

BlackRock Sustainable Aware Advantage Large Cap Core Fund Institutional Shares BIRIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $25.86  /  0.00
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.480%
  • Net Expense Ratio 0.480%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.60%
  • Turnover Ratio 115%
NAV and 1-Day Return as of

Morningstar’s Analysis BIRIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Sust Awr Advtg Lg Cp Cr Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BIRIX

More BIRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.11 89M
Technology

Apple Inc

6.51 81M
Technology

Microsoft Corp

5.17 64M
Technology

Amazon.com Inc

3.38 42M
Consumer Cyclical

Alphabet Inc Class A

3.16 39M
Communication Services

Alphabet Inc Class C

2.47 31M
Communication Services

Meta Platforms Inc Class A

2.27 28M
Communication Services

Broadcom Inc

2.22 28M
Technology

Advanced Micro Devices Inc

1.85 23M
Technology

Micron Technology Inc

1.65 21M
Technology

Sponsor Center