BlackRock Sustainable Advantage Large Cap Core Fund Institutional Shares
BIRIX
NASDAQ
Weiss Ratings | BIRIX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | BIRIX-NASDAQ | Click to Compare |
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Provider | BlackRock | |||
Manager/Tenure (Years) | Travis Cooke (9), Anna Hawley (5), Richard Mathieson (5), 1 other | |||
Website | http://www.blackrock.com | |||
Fund Information | BIRIX-NASDAQ | Click to Compare |
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Fund Name | BlackRock Sustainable Advantage Large Cap Core Fund Institutional Shares | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Oct 05, 2015 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | BIRIX-NASDAQ | Click to Compare |
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Dividend Yield | 0.75% | |||
Dividend | BIRIX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.52% | |||
Asset Allocation | BIRIX-NASDAQ | Click to Compare |
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Cash | 0.01% | |||
Stock | 99.99% | |||
U.S. Stock | 99.87% | |||
Non-U.S. Stock | 0.12% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | BIRIX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.22% | |||
30-Day Total Return | 4.93% | |||
60-Day Total Return | 9.84% | |||
90-Day Total Return | 16.48% | |||
Year to Date Total Return | 6.27% | |||
1-Year Total Return | 12.33% | |||
2-Year Total Return | 42.77% | |||
3-Year Total Return | 67.30% | |||
5-Year Total Return | 110.03% | |||
Price | BIRIX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | BIRIX-NASDAQ | Click to Compare |
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Nav | $22.54 | |||
1-Month Low NAV | $21.50 | |||
1-Month High NAV | $22.54 | |||
52-Week Low NAV | $17.89 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $24.20 | |||
52-Week High Price (Date) | Jul 16, 2024 | |||
Beta / Standard Deviation | BIRIX-NASDAQ | Click to Compare |
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Beta | 1.01 | |||
Standard Deviation | 16.29 | |||
Balance Sheet | BIRIX-NASDAQ | Click to Compare |
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Total Assets | 900.41M | |||
Operating Ratios | BIRIX-NASDAQ | Click to Compare |
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Expense Ratio | 0.48% | |||
Turnover Ratio | 108.00% | |||
Performance | BIRIX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.54% | |||
Last Bear Market Total Return | -16.04% | |||