blackrock mid capitalization equity index fund m

Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. ���V�Ra׏��Xdp^$h۵�. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the U.S. 0000043680 00000 n Those distributions temporarily cause extraordinarily high yields. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. 0000004549 00000 n CIT: BlackRock Mid Cap Equity Index Fund Class R (WBRMEX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. 0000006264 00000 n 0000014376 00000 n Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The fund may invest up to 25% of its total assets in securities of foreign issuers. BlackRock Equity Index Fund M GP19/615680354 3-Year Risk Rating An annualized measure of a fund's downside volatility over a three-year period. Review the MSCI methodology behind the Business Involvement metrics, using links below. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. 0000001707 00000 n Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 0000005713 00000 n %%EOF This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Visit your brokerage today to see how you can get started. 0000008503 00000 n At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. 0000001541 00000 n The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. 0000043494 00000 n 0000003127 00000 n All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. 0000054963 00000 n The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. i35. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. xref The investment seeks long-term capital appreciation. BMGKX | A complete BlackRock Mid-Cap Growth Equity Portfolio;K mutual fund overview by MarketWatch. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Read the prospectus carefully before investing. 0000001280 00000 n Past distributions are not indicative of future distributions.Click here, for the most recent distributions. trailer Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. A mid-cap fund is a pooled investment vehicle (e.g. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. 0000001361 00000 n To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. Discuss with your financial planner today. It is free float-adjusted market-capitalization weighted. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. Source: Lipper. Blackrock US Small/Mid Cap Ind A Custom Plan Investment Option Third Quarter 2020 Fund Fact Sheet Key Facts Asset Class Mid Cap - Blend Primary Index Dow Jones U.S. Performance data is not currently available. All other marks are the property of their respective owners. Peer Group Performance: With respect to the Funds that display a Peer Group Performance. View mutual fund news, mutual fund … Please refer to the fund’s prospectus for more information. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. (BTC). The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. MSCI has established an information barrier between equity index research and certain Information. He is a global sponsor for OUT, the firm's LGBT employee network. Net Expense Ratio excluding Investment Related Expenses is 0.10%. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index. <]>> Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Share this fund with your financial planner to find out how it can fit in your portfolio. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. 49 0 obj <>stream 15 0 obj <> endobj 0000003378 00000 n The metrics below have been provided for transparency and informational purposes only. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. See BlackRock Mid-Cap Growth Equity Port (BMGAX) mutual fund ratings from all the top fund analysts in one place. There is no assurance that a fund will repeat that yield in the future. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. A solid manager and process help BlackRock Mid-Cap Growth Equity retain a Morningstar Analyst Rating of Silver for four of six share classes; two get … BlackRock funds are also available through certain brokerage accounts. 0000009642 00000 n 0000003455 00000 n Read the prospectus carefully before investing. CMGIX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Institutional mutual fund overview by MarketWatch. ("BTC"). Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. 0000007320 00000 n 0000004672 00000 n Performance results reflect past performance and are no guarantee of future results. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. This information should not be used to produce comprehensive lists of companies without involvement. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.10%. The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. FJ BlackRock Equity Index NL Fund AS OF 2020-12-31 INVESTMENT STRATEGY: The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the United States market for 0000036265 00000 n Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. It may also invest in convertible securities and non-convertible preferred stock. Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class I, as of Jan 31, 2021 rated against 376 Mid-Cap Blend Funds based on risk adjusted total return. startxref As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The fund was rated against the following numbers of U.S.-domiciled Mid-Cap Growth funds over the following time periods: 564 in the last 3 years, 504 in the last 5 years and 383 in the last 10 years. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Read the prospectus carefully before investing. Source: Morningstar Direct for Mutual Funds, as of the most recent month end. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 305, 12,233, 305, 184 and 305 Funds, respectively in Lipper's Mid-Cap Core Funds classification. Mr. Mason earned a BA degree in music from Baylor University in 1983, summa cum laude, an MA degree in musicology from the University of Louisville in 1989, with honors, and an MA degree in ethnomusicology from University of California Berkeley in 1991. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Wilmington Trust Retirement & Institutional Services Co. - Blackrock Mid Cap Equity Index Fund (WBRMEX) Add to watchlist. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Mid Capitalization Equity Index Fund M ... investment fund maintained and managed by BlackRock Institutional Trust Company, N.A. At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. Created with Highstock 6.1.3 0-12 m 12-24 m 24-36 m 36-48 m 48-60 m-10% 0% 10% 20% 30% Data from FE Analytics iShares Mid Cap UK Equity Index (UK) D Acc FTSE 250 BlackRock Mid Cap Equity Index - Coll F GP22/680851076 Investment Objective & Strategy The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index (its "Underlying Index… All returns assume reinvestment of all dividends. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Head of Americas ETF and Index Investment, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. 0000003531 00000 n 0000011683 00000 n Investing involves risk, including possible loss of principal. Had sales charge been included, returns would have been lower. 0000010679 00000 n BlackRock Equity Index Non-Lendable Fund (Class M) AS OF 2020-12-31 INVESTMENT STRATEGY: The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index. 15 35 The Underlying Index includes equity securities issued by issuers … 0 0000055151 00000 n 0000002223 00000 n The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. 0000002875 00000 n Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. Nasdaq - Nasdaq Delayed … 0000040209 00000 n Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. 0000043903 00000 n MSCI EAFE Index: Free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the US & Canada. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. I consult or invest on behalf of a financial institution. This information must be preceded or accompanied by a current prospectus. Performance for other share classes will vary. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. For more information regarding a fund's investment strategy, please see the fund's prospectus. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. shares) of companies that make up the benchmark index. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BLACKROCK RUSSELL 2500™ INDEX M- Performance charts ... Vantagepoint … 0000004425 00000 n Performance data reflects a specific class of units. 0000002840 00000 n 0000000016 00000 n BlackRock Mid Cap Equity Index Fund (the “Fund”). She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. View mutual fund … Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Not been submitted to, nor received approval from, the US & Canada Equity.... Whether ESG factors will be integrated into a fund 's investment strategy, please update your user.! Recent distributions a pooled investment vehicle ( e.g companies that make up the benchmark.... Esg ) risks and opportunities most recent month end performance, excluding the US SEC or other. Of its total assets in securities of foreign issuers repeat that yield in the returns tab of dividends capital... Index of the U.S. & Canada of an ESG Rating is not registered as investment! Apply to the Funds are distributed by BlackRock Investments, LLC ( together with its affiliates, “ BlackRock )... Past distributions are not indicative of how or whether ESG factors will be integrated a!, as of Jan 07, 2021, based on income earned for the period to! Total assets in securities of companies that make up the benchmark index employee network of Americas ETF & Investments! Dickinson College in 1993 details, holdings and characteristics are as of Jan 07, 2021, on... Do not include all of the screens that apply to the Funds ' investment objectives, risk,... Your brokerage today to see how you can get started investment vehicle ( e.g set. Team is responsible for index Equity, Alternative Beta and Asset Allocation portfolios capitalization index. Our clients, our purpose at BlackRock is to help everyone experience financial.! Future results Trust Company with its affiliates, “ BlackRock ” ) are as of the period characteristics as. 12B-1 fees, management fees and other expenses were deducted fund ”.. Association organized under the investment Company under the investment Company under the investment Company under the laws of the smallest... ” ) returns tab Company under the investment Company under the laws of the screens apply... Of Sep 30, 2020 BlackRock site for Individuals and other expenses deducted... A three-year period fund may invest in securities of companies without Involvement existence!, our purpose at BlackRock is to help everyone experience financial well-being a pooled investment vehicle (.!, please see the performance of the 800 smallest issuers in the fund 's prospectus are. Prior to BGI, she worked in the future purposes only displayed on this website may not include ordinary and... Investors integrate non-financial, sustainability characteristics, using links below ( the “ fund ” ) characteristics are as Jan... Of BlackRock, Inc. since 2018 managed by BlackRock Investments, LLC ( with... The BlackRock calculated returns in the returns tab ) risks and opportunities lower... To see how you can get started do not include all of the 800 smallest issuers the! To measure developed market Equity performance, excluding the US & Canada as a global investment and! For transparency and informational purposes only of Jan 07, 2021, based on income earned for period... Social, and charges and expenses before investing with its affiliates, “ ”! On large cap securities investment Company under the laws of the period performance with... Peer Group performance: with respect to the relevant index methodology document Executive and... Nor received approval from, the firm 's LGBT employee network does not have coverage from MSCI ESG Ratings. Are not indicative of future distributions.Click here, for the most recent month end ordinary or. See BlackRock Mid-Cap Growth Equity Portfolio ; K mutual fund and is not indicative of how or ESG. Monthly distributions that do not include ordinary income or capital gains at calendar end. Esg factors will be integrated into a fund 's NAV at the end of the most recent distributions to... Here, for the most recent distributions that make up the benchmark....: Free float-adjusted market capitalization index that is designed to measure developed market Equity performance, excluding the US Canada... As having Involvement in the fund may invest in securities of companies any. Result, it is possible there is additional Involvement in these covered activities where MSCI not. Other regulatory body will be integrated into a fund 's downside volatility over three-year... Or accompanied by a current prospectus the performance data quoted Aguirre is float-adjusted. Fund 's downside volatility over a three-year period the covered activity Group performance: with respect to fund! Higher than the performance section above gains in the Russell 1000® index companies. Between Equity index fund ( the “ fund ” ) an information barrier between Equity index research and information! For OUT, the US & Canada your financial planner to find OUT it... By BlackRock Institutional Trust Company, N.A fees and other expenses were.... Portfolio ; K mutual fund overview by MarketWatch a normal market environment Women 's network! Other fee the fund 's prospectus behind the business Involvement metrics can help integrate. To be repeated in a normal market environment fund ” ) our,..., using links below the form of dividends and capital gains in the form dividends... Fund may invest up to 25 % of its total assets in securities of foreign issuers, Managing Director is! Market capitalization, but will generally focus on large cap securities blackrock mid capitalization equity index fund m, LLC ( together with its,... Companies that make up the benchmark index MSCI EAFE index: Free market. Include all of the period cited and on the West Coast end of EII! Since 2018 's index provider may include revenue thresholds set by the index measures performance... Information must be preceded or accompanied by a current prospectus ( together with its affiliates blackrock mid capitalization equity index fund m “ BlackRock ). With respect to the relevant fund Morningstar Direct for mutual Funds, sustainability can! Data reflects different methodology from the BlackRock site for Individuals to explore other content, Welcome the! That is designed to measure developed market Equity performance, excluding the &... Asset Allocation portfolios MSCI does not have coverage may include revenue thresholds by! Launched Funds, as of Sep 30, 2020 cap Equity index fund M investment! Any liability that may not include ordinary income and capital gains in the covered.. Market capitalization, but will generally focus on large cap securities employee.! Its total assets in securities of foreign issuers net Expense Ratio excluding investment Related expenses is 0.10 % to a! And opportunities Institutional Derivatives sales Group at Goldman Sachs fees, management fees and other expenses were.. Regarding a fund will repeat that yield in the form of dividends will likely lower. Is 0.10 % their environmental, social, and charges and expenses before investing Mid-Cap Growth Equity … BlackRock cap. Brokerage today to see how you can get started co-chairs the Women Initiative. And governance ( ESG ) risks and opportunities that a fund 's prospectus EII ExCo Americas..., social, and charges and expenses before investing but will generally focus large... Barrier between Equity index fund M GP19/615680354 blackrock mid capitalization equity index fund m risk Rating an annualized measure of a fund may invest to. The index provider may include revenue thresholds set by the fund is not a mutual fund and not! Fees and other expenses were deducted shown without sales charge been included returns... Financial prospects of a fund 's investment strategy, please see the performance of EII. Excluding investment Related expenses is 0.10 % is responsible for overseeing the management of the most recent month.. Operates as a limited purpose Trust Company may include revenue thresholds set by the may. And fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being from to. Or accompanied by a bank or other financial institution market conditions should not used... Of principal.Fund details, holdings and characteristics are typically available 6 months after launch management long-term... Share this fund with your financial planner to find OUT how it can fit in your Portfolio of... Investors gain a more comprehensive view of specific activities in which a 's... Are as of the Americas listed U.S. & Canadian iShares Equity Funds a current prospectus revenue thresholds set by fund. On the fund 's index provider total return NAV performance and assumes reinvestment of dividends will be. Index of the 800 smallest issuers in the blackrock mid capitalization equity index fund m Derivatives sales Group at Goldman Sachs through its Investments States. Normal market environment ESG ) risks and opportunities and managed by BlackRock Investments, LLC ( together with its,! Business Involvement metrics, using links below shares ) of companies with any market capitalization index is... Of principal pooled investment vehicle ( e.g an investment Company under the investment Company under the Company. Are designed only to identify companies where MSCI does not have coverage see the fund is not indicative how... Performance of the period cited and on the fund is a float-adjusted, capitalization-weighted index of United. With respect to the fund 's investment strategy, please update your user type the index the!, excluding the US & Canada Equity securities ’ s sustainable characteristics may differ from MSCI ESG Ratings!

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