This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above. Sustainability Characteristics To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money market funds) of the fund’s gross weight...
To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money market funds) of the fund’s gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed...
BlackRock-advised Funds Inception Date Jan 27, 2003 Shares Outstanding N/A Share Class R Currency USD Domiciled Country US Manager Rick Rieder Fund Description The Fund typically invests more than 90% of its assets in a diversified portfolio of fixed-income securities such ascorporate bonds and no...
Earnings PerformanceBlackRock Inc. sees accelerating momentum across its business with 5% organic base fee growth target achieved in the quarter. Market PositioningBlackRock is the largest asset manager by both AUM and revenue, with unparalleled ETF scale strengthening its brand and client penetration. ...
The Burgiss Private Equity Manager Universe (BMU), Private equity represented by the Burgiss Private Equity Manager Universe (BMU) which contains 7,606private equity funds (vintages 1978-2023) as of June 2023 with 6/30/23 performance data (most recent performance data available). All vintages we...
Financial Performance Business Growth High Med Med Mid Performer-Mid Growth: Most of the stocks in this equity fund have average financial performance and average growth potential. Asset Allocation US Stock Non US Stock Cash US Bond Preferred Non US Bond Sector Allocation % Equity Healthcare 98.29...
6.19 percent over the past three years, 6.18 percent over the past five years, and 2.59 percent over the past decade. see more breax performance fees fees are average compared to funds in the same category. blackrock international dividend fund has an expense ratio of 1.11 percent. net expens...
Recent Performance & Valuation Comparison Year to date, Goldman’s stock has soared +50% to impressively top the S&P 500’s +25% while BlackRock’s +13% has lagged the broader market. Image Source: Zacks Investment Research Still,BlackRock's stock trades at20Xforward earnings withGoldman ...
In this latest role, Oram was responsible for a team managing assets across a range of mandates and fixed income funds and investing across sectors including mortgages, consumer credit and whole business loans. She also started a personal financial education programme delivered by BlackRock staff in...
The price of units or shares and the income from them in relation to any investment may go down as well as up and any past performance is not indicative of future performance. BlackRock does not guarantee the performance of the Funds. An investment in the Funds often involves investing in ...