Morningstar

BlackRock Sustainable Aware Advantage Large Cap Core Fund Class K BIRKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 26.32  /  −0.87 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.68%
  • Turnover 129%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BIRKX

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

  • People Pillar

    The People Pillar is our evaluation of the BIRKX 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 BIRKX’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 K 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 BIRKX

More BIRKX 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
Sector

NVIDIA Corp

6.78 83M
Technology

Apple Inc

6.28 77M
Technology

Microsoft Corp

4.67 57M
Technology

Amazon.com Inc

4.10 50M
Consumer Cyclical

Broadcom Inc

3.15 39M
Technology

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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