Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, Alt Style Correlation / Relative Volatility, | 1-Day Return as of Feb 05, 2021, 8:22 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. <>/ProcSet[/PDF/Text/ImageC]/XObject<>/ColorSpace<>>>/MediaBox[0 0 612 792]/CropBox[0 0 612 792]/BleedBox[0 0 612 792]/Group<>/Contents[14 0 R]/Annots[15 0 R]>> 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. endobj To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, BlackRock LifePath® Index 2060 K LIZKX Morningstar Analyst Rating Analyst rating as of Jan 6, 2021. The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. Overall Morningstar Rating for iShares UK Equity Index Fund (UK), Class A, as of 31-Dec-20 rated against 655 UK Large-Cap Equity Funds. /� their past ratings decisions, and the data used to support those decisions. When Morningstar formally launches a new index family for equity funds — known as the Morningstar Broad Style Indexes — in January, BlackRock’s … BlackRock Equity Index Fund CL 0IM Morningstar Profile (10/19/2020) Our monthly update detailing the short- and long-term performance of major indices. <>stream �����% �:tp�. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. In total, four of the top 20 best-performing funds are from the Morningstar China Equity category – and including funds from the Greater China Equity and China Equity … © Copyright 2021 Morningstar, Inc. All rights reserved. BlackRock Equity Index Fund M Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk S&P 500 TR USD QQQQ High Average Out of 1229 Large Blend investments. Fund price for Blackrock ACS US Equity Tracker Fund T1 GBP Acc along with Morningstar ratings & research, long term fund performance and charts Total Return . These quantitative rating predictions make up what we call the �l=�f&�Z��3�Y��(�5�wW��F���g�a��4t)-�B��٬���r��1\�e�2�l�}�*Κ�'�1�;��֦�k��~.���G�U�lۨ.��dD�-r_ƔE`[�*# 1��R6�k��"�k�p�/".Vʦ��-�'�֙��B�[�.3Zؖ~������/��n��_���W���~��΍�T�����#�B#��y�q�Û�IM?�9�Z Get the latest fund research from the Morningstar analysts. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. assign to the fund if an analyst covered the fund. Read the most recent research, and rating upgrades and downgrades, on 600+ funds under coverage BlackRock Equity Index Fund CL 31 Morningstar Profile (10/19/2020) BlackRock Equity Dividend Inv A MDDVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. 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. Performance charts for BlackRock Equity Index Fund (WEIDA66) including intraday, historical and comparison charts, technical analysis and trend lines. BlackRock Global Funds - Sustainable Energy Fund A2 EUR Hedged - VL, notation et recherche Morningstar, performances et graphique The machine-learning model is then applied to the “uncovered” fund Many listed investment companies are trading well outside their NTA and that’s upsetting investors, writes Anthony Fensom. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Learn about MAILX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. BlackRock Mid-Cap Growth Equity R BMRRX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. Get our overall rating based on a fundamental assessment of the pillars below. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 2 Morningstar, as of 12/31/16. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. %PDF-1.4 USD | NAV as of Feb 05, 2021 | 1-Day Return as of Feb 05, 2021, 8:22 AM GMT+00:00. BlackRock Equity Index F 100.00 Morningstar Equity Sectors as of 09-30-20 % Fund h Cyclical 28.84.....r Basic Materials 2.20 t Consumer Cyclical 10.59 y Financial Services 13.21 u Real Estate 2.84 j … Morningstar Analyst Rating. Preservation . Unlock our full analysis with Morningstar Premium. This site is protected by reCAPTCHA and the Google Expense . Morningstar Risk Rating is derived directly from Morningstar Risk, which is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to similar funds. 2 0 obj Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Currency is in AUD unless otherwise specified. Comparison is between the average Prospectus Net Expense Ratio for the iShares and BlackRock index mutual funds (0.28%) and all active open-end mutual funds (1.17%) available in the U.S. on 6/15/17. BlackRock Equity Index Fund - WBREOX (the “Fund”). ), which is analogous to the rating a Morningstar analyst might 14 0 obj Fund Report | 10 Jan 2021. ��l��f?�~��|�,ܖIV�n�Yꔶ�������s���gj�m�p�^c��L�y Fewer than 10% of US open-end funds hold medalist ratings. 1 Morningstar, as of 6/15/17. <> BlackRock Equity Dividend R MRDVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. BlackRock EAFE Equity Index FundRelease Date: 12-31-2019 Benchmark Fee Class Overall Morningstar Rating™ Morningstar Return Morningstar Risk MSCI EAFE NR USD 0. Morningstar Quantitative Rating™ for funds. 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 Bronze because of fees. iShares Australian Equity Index Terms of Service apply. Fund price for BlackRock UK Equity I Acc along with Morningstar ratings & research, long term fund performance and charts Morningstar has awarded the Fund a Bronze medal. BlackRock MSCI EAFE Equity Index Fund M ... Morningstar Equity Style Box™ as of 09-30-20 % Mkt Cap Large Mid Small Value Blend Growth Giant 42.92 .....Large40.54 Medium 16.43 Small 0.11.....Micro0.00 Top 10 Holdings as of 09-30-20 % Assets Nestle SA 2.58 Roche Holding AG Dividend Right Cert. Click here for more on how to use these ratings. The People Pillar is our evaluation of the BMCIX management team’s experience and ability. 3 0 obj List of Mutual Funds and their options with category, structure and latest NAV for DSP BlackRock Mutual Fund 1 0 obj %���� The Morningstar gold-rated fund seeks to ensure it can continue to outperform. Learn How to Read a Morningstar Analyst Report. The Parent Pillar is our rating of BMCIX’s parent organization’s priorities and whether they’re in line with investors’ interests. x��=ˎ$�qw~E� T*�f��k� �a�|ty%;6F>��o�`>��gǻ�UMW��d0Aƃ��2�i��]�������K,����-I���fM� endobj Lipper Leader Lipper Leader Ratings . BlackRock Mid-Cap Growth Equity Inv A BMGAX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. Start a 14-Day Free Trial BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged CNH - VL, notation et recherche Morningstar, performances et graphique The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Closing the gap: Can LICs narrow the valuation discount? BlackRock Equity Dividend K MKDVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. Click here for more on how to use these ratings. Fund price for BlackRock Overseas Equity Fund I along with Morningstar ratings & research, long term fund performance and charts universe to create the Morningstar Quantitative Rating (denoted on this page by a BlackRock High Equity Income Instl BMCIX Morningstar Analyst Rating Quantitative rating as of Sep 30, 2020. 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. <> The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BMCIX’s performance objective and investment process is for both security selection and portfolio construction. Consistent Return . Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Market Index Performance | November 2020. endobj Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Performance data reflects a specific class of units. Click the print icon in your browser to print this report. Privacy Policy and Fundamental assessment of the Morningstar Quantitative Rating™ for funds is limited by size. Anthony Fensom of US open-end funds hold medalist ratings the blackrock equity index fund m morningstar management team ’ s investors. 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