BlackRock Sustainable Advantage Large Cap Core Fund Class K
BIRKX
NASDAQ
| Weiss Ratings | BIRKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BIRKX-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 | BIRKX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock Sustainable Advantage Large Cap Core Fund Class K | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Mar 28, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BIRKX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.82% | |||
| Dividend | BIRKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.34% | |||
| Asset Allocation | BIRKX-NASDAQ | Click to Compare |
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| Cash | -0.01% | |||
| Stock | 100.00% | |||
| U.S. Stock | 99.79% | |||
| Non-U.S. Stock | 0.21% | |||
| 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 | BIRKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.48% | |||
| 30-Day Total Return | 3.65% | |||
| 60-Day Total Return | 2.89% | |||
| 90-Day Total Return | 8.26% | |||
| Year to Date Total Return | 10.30% | |||
| 1-Year Total Return | 17.10% | |||
| 2-Year Total Return | 45.95% | |||
| 3-Year Total Return | 69.76% | |||
| 5-Year Total Return | 98.15% | |||
| Price | BIRKX-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 | BIRKX-NASDAQ | Click to Compare |
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| Nav | $22.67 | |||
| 1-Month Low NAV | $22.12 | |||
| 1-Month High NAV | $22.93 | |||
| 52-Week Low NAV | $17.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.32 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | BIRKX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 15.42 | |||
| Balance Sheet | BIRKX-NASDAQ | Click to Compare |
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| Total Assets | 923.87M | |||
| Operating Ratios | BIRKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.43% | |||
| Turnover Ratio | 129.00% | |||
| Performance | BIRKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.60% | |||
| Last Bear Market Total Return | -16.08% | |||