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Morningstar

BlackRock Sustainable US Value Eq Ins BSUVX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.48  /  +0.58 %
  • Total Assets 5.4 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.76%
  • Turnover 61%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:53 AM GMT+0

Morningstar’s Analysis BSUVX

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

  • People Pillar

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

A sound investment process and strong management team underpin BlackRock Sustainable US Value Eq Ins's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSUVX

More BSUVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

3.54 195,538
Financial Services

American International Group Inc

2.83 156,418
Financial Services

Shell PLC

2.59 143,120
Energy

The Kraft Heinz Co

2.46 136,087
Consumer Defensive

Verizon Communications Inc

2.41 133,055
Communication Services

Baxter International Inc

2.39 132,323
Healthcare

Cardinal Health Inc

2.39 131,930
Healthcare

Johnson Controls International PLC

2.37 131,228
Industrials

Cisco Systems Inc

2.34 129,217
Technology

Willis Towers Watson PLC

2.22 122,925
Financial Services