Morningstar

BlackRock Sustainable Aware Advantage Large Cap Core Fund Institutional Shares BIRIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 26.71  /  +0.34 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 0.64%
  • Turnover 129%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

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

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Portfolio Holdings BIRIX

More BIRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Amazon.com Inc

4.10 50M
Consumer Cyclical

Broadcom Inc

3.15 39M
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Alphabet Inc Class A

3.04 37M
Communication Services

Tesla Inc

2.28 28M
Consumer Cyclical

Alphabet Inc Class C

2.25 28M
Communication Services

Meta Platforms Inc Class A

1.91 23M
Communication Services

Micron Technology Inc

1.75 21M
Technology

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