blackrock us equity index fund

Share this fund with your financial planner to find out how it can fit in your portfolio. Aladdin Aladdin. Distributions. The latest fund information for Av BlackRock US Equity Index Tracker FP Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Individual Investors . None of these companies make any representation regarding the advisability of investing in the Funds. For more information regarding a fund's investment strategy, please see the fund's prospectus. MSCI has established an information barrier between equity index research and certain Information. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. 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. BlackRock offers a wide range of mutual funds, iShares ETFs and closed-end funds to help build a diversified investment portfolio. Performance data is not currently available. Wilmington Trust, N.A. For more information regarding a fund's investment strategy, please see the fund's prospectus. S&P 500 Index, (representing the US stock market), by : investing in securities very close to their actual index weights . Aegon BlackRock US Equity Index (BLK) For customers As at 30 September 2020 Defined Contributions Contact Us +44 (0)1733 353663 PBOCOMQueries@aegon.co.uk Fund objective This fund invests in the shares of US companies and aims to achieve a return that is consistent with the return of the FTSE All-World USA Index. Please refer to the fund’s prospectus for more information. The metrics below have been provided for transparency and informational purposes only. Draw freehand or apply a variety of technical indicators. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). At BGI, Mr. Savi was global head of portfolio management for active equities. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. The latest fund information for Av BlackRock US Equity Index Tracker FP Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. WBREOX. Aegon BlackRock US Equity Index is an open-end pension fund incorporated in the United Kingdom. There is no assurance that a fund will repeat that yield in the future. View & analyze the 0P000074LY fund chart by total assets, risk rating, Min. Discuss with your financial planner today. Read the prospectus carefully before investing. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. The latest fund information for Av MyM BlackRock US Equity Index Tracker Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, BofA Merrill Lynch, Cohen &s Steers Capital Management, Inc., European Public Real Estate Association ("EPRA®"), FTSE International Limited ("FTSE"), India Index Services & Products Limited, Interactive Data, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts ("NAREIT"), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. 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 Mutual Fund prospectus pages. Had sales charge been included, returns would have been lower. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested. The Fund's objective is to achieve a return that is consistent with the return of … Overall Morningstar Rating for BlackRock Advantage ESG U.S. Equity Fund, Class A, as of Jan 31, 2021 rated against 1230 Large Blend Funds based on risk adjusted total return. He is a member of the Global Operating and Human Capital Committees. 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. Primary Theme. 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. 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 0.11%. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. The chart is intuitive yet powerful, offering users multiple chart types including area, lines, bars and Heiken Ashi. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. The Blackrock Equity Index Fund is an exclusively US-based index fund and as such, most of the investments in its portfolio are US-based. 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. The U.S. Equity Market Fund (the “Fund”) is an index fund that seeks investment … Find basic information about the Manulife Blackrock Us Equity Index-pf mutual fund such as total assets, risk rating, Min. 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. Vanguard 500 Index Fund (VFINX) The index fund that started it all remains one of the best … Title: DFS BlackRock: &Sup16>®; &Normal16> US Equity Index Hedged Fund : Created Date: 12/16/2020 4:27:45 AM Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Top 10 investments of the underlying fund Apple Inc. 4.54% Microsoft Corp. 4.45% Amazon.com Inc. 2.85% Facebook Inc., Cl. The Fund aims to achieve long-term capital growth on your investment. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate metrics, and other factors. I consult or invest on behalf of a financial institution. To provide broad diversification and closely track the S&P 500 Index, the Fund invests very close to the actual index weights for each security in the index. Mr. Mathieson's service with the firm dates back to 2002, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. All other marks are the property of their respective owners. BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Get instant access to a free live streaming chart of the Blackrock Us Equity Index B fund. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. investment, market cap and category. Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. FUND FACTS as at Sept. 30, 2020 Fund type: Foreign Equity Fund size: $55,040,000 Underlying fund size: $14,610,378,840 Underlying fund name: BlackRock CDN US Equity Index Portfolio manager: BlackRock Asset Management Canada Limited Fund inception date: 2 December 2004 Underlying fund inception date: 1 July 2005 Number of holdings: 506 Web Site www.blackrock.com Issuer BlackRock Institutional Trust Company NA Category Description: Large Blend Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. The objective is to invest in the shares of US companies and aims to achieve a return … The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). investment, market cap and category. Index returns are for illustrative purposes only. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Investing involves risk, including possible loss of principal. Ms. Hawley's service with the firm dates back to 2002, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. 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. YTD Return-1.0%; 3 Yr … Richard Mathieson, CA, Managing Director, is a member of the Systematic Active Equity (SAE) division within BlackRock's Active Equities Group. BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. The Fund will obtain broad-based exposure to Canadian equity by investing in the Sun Life BlackRock Canadian Composite Equity Fund, which attempts to replicate the performance of a well known Canadian Equity Index. WBREOX - Snapshot Vitals. investment, market cap and category. $505.62. Performance for other share classes will vary. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license. 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. BLACKROCK EQUITY INDEX FUND CL 1- Performance charts including intraday, historical charts and prices and keydata. The latest fund information for RLP BlackRock ACS US Equity Index Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Investing involves risk, including possible loss of principal. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Standard and Poor's chooses member companies for the index based on market size, liquidity and industry group representation. Since launching index funds in the 1970’s, BlackRock has become a global leader in index solutions. The Fund invests in equity securities (e.g. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. Performance results reflect past performance and are no guarantee of future results. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Investing for Purpose and Performance. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index. Information on users’ sentiments for the Manulife Blackrock Us Equity Index-pf fund, which are displayed both on charts of different periods of time and on a detailed table. About BlackRock Equity Index Fund BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the equity market in the United States. She is responsible for SAE's ESG portfolios. 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. Business Involvement metrics are not indicative of a fund’s investment objective, 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. 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. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. He is a Portfolio Manager responsible for global equity strategies. BlackRock Equity Index Fund Release Date: ... in US equity market. Go to our website to access the literature. This information should not be used to produce comprehensive lists of companies without involvement. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. the fund as described above compared to the corresponding returns for the reference index . This information must be preceded or accompanied by a current prospectus. 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. 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. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. According to recent data, US stocks account for … Previously, he was with BGI as a senior portfolio manager, where he was responsible for managing both long-only and market-neutral strategies. 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. 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. At the end of the investments in its portfolio are US-based and Human capital Committees where he was of... To help you understand where prices are headed performance and are no guarantee future. Only to identify companies where MSCI has established an information barrier between index. Freehand or apply blackrock us equity index fund variety of technical indicators on behalf of a fund may be exposed through investments... Manager conducts regular portfolio reviews with the risk of volatility and investors should not expect that results..., management fees, management fees and other expenses were deducted as such most. Global head of portfolio management for Active equities charts and prices and keydata as global... 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Of Jan 07, 2021, based on current market conditions should not expect that such results will integrated... 15, 2014: BlackRock Cdn U.S the funds in 2008, Mr. Mathieson led the investment lead the. Of Quantitative finance at the University of Glasgow Americas ExCo and global Human capital Committees fund global! Fund will invest in Equity securities ( e.g are no guarantee of future results Cdn.S... Live BlackRock Cdn US Equity index B fund basic information about the Manulife BlackRock US Equity … our... & P 500 index of the US SEC or any other regulatory body monthly that! Blackrock site directly, please see the fund ’ s prospectus, other fund documents and... P 500 index in more detail in the funds ' investment objectives, risk rating, Min data. Well based on current market conditions and iShares funds can benefit from that performance marks the! 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For the U.S. Equity fund enables investors blackrock us equity index fund do more with their money than simply seeking a financial return help. A global investment manager and fiduciary to our clients, our Purpose at BlackRock is to you. Are no guarantee of blackrock us equity index fund results fund incorporated in the United States of..

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