BlackRock Sustainable Aware 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 (10), 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 Aware 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 | 0.71% | |||
| Dividend | BIRIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | BIRIX-NASDAQ | Click to Compare |
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| Cash | 0.79% | |||
| Stock | 99.21% | |||
| U.S. Stock | 98.78% | |||
| Non-U.S. Stock | 0.43% | |||
| 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 | 1.14% | |||
| 30-Day Total Return | -0.20% | |||
| 60-Day Total Return | 1.05% | |||
| 90-Day Total Return | 1.70% | |||
| Year to Date Total Return | 1.05% | |||
| 1-Year Total Return | 20.99% | |||
| 2-Year Total Return | 38.54% | |||
| 3-Year Total Return | 76.73% | |||
| 5-Year Total Return | 88.00% | |||
| 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 | $23.86 | |||
| 1-Month Low NAV | $23.42 | |||
| 1-Month High NAV | $23.99 | |||
| 52-Week Low NAV | $17.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $24.48 | |||
| 52-Week High Price (Date) | Dec 05, 2025 | |||
| Beta / Standard Deviation | BIRIX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 12.06 | |||
| Balance Sheet | BIRIX-NASDAQ | Click to Compare |
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| Total Assets | 1.04B | |||
| Operating Ratios | BIRIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 129.00% | |||
| Performance | BIRIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.54% | |||
| Last Bear Market Total Return | -16.04% | |||