The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). 0000040395 00000 n She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. It may also invest in convertible securities and non-convertible preferred stock. 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. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. 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. Mid Capitalization Equity Index Fund M ... investment fund maintained and managed by BlackRock Institutional Trust Company, N.A. For standardized performance, please see the Performance section above. trailer Peer Group Performance: With respect to the Funds that display a Peer Group Performance. 0000036265 00000 n 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. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. The benchmark index measures the performance of the next … Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. 0000014376 00000 n This analysis can provide insight into the effective management and long-term financial prospects of a fund. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. He is a global sponsor for OUT, the firm's LGBT employee network. 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. 0000043680 00000 n Data reflects different methodology from the BlackRock calculated returns in the Returns tab. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Category Description: Foreign Large Blend The investment seeks long-term capital appreciation. 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. Other fee 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. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. 0000023915 00000 n 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. 0000004672 00000 n 0000005713 00000 n Wilmington Trust Retirement & Institutional Services Co. - Blackrock Mid Cap Equity Index Fund (WBRMEX) Add to watchlist. 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. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. 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. (BTC). 0000043494 00000 n BLACKROCK RUSSELL 2500™ INDEX M- Performance charts ... Vantagepoint … BlackRock funds are also available through certain brokerage accounts. This information should not be used to produce comprehensive lists of companies without involvement. Visit your brokerage today to see how you can get started. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. 0000002840 00000 n Read the prospectus carefully before investing. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 0 ("BTC"). The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE 250 Index, the Fund’s benchmark index. 0000003127 00000 n The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. For more information regarding a fund's investment strategy, please see the fund's prospectus. 0000003378 00000 n Find the latest performance data chart, historical data and news for CIT: BlackRock Mid Cap Equity Index Fund Class R (WBRMEX) at Nasdaq.com. Source: Lipper. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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. Had sales charge been included, returns would have been lower. BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index. MSCI has established an information barrier between equity index research and certain Information. View mutual fund … 0000010679 00000 n Nasdaq - Nasdaq Delayed … Investing involves risk, including possible loss of principal. 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. The investment seeks long-term capital appreciation. 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. Investing involves risk, including possible loss of principal. Performance data is not currently available. 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. %%EOF 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. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). 0000002875 00000 n Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. 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. Aguirre was previously a Director of BlackRock, Inc. from 2012 to 2017, Vice President of BlackRock, Inc. from 2009 to 2011 and Principal and Portfolio Manager … 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. 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 … Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. 0000004549 00000 n To reach a different BlackRock site directly, please update your user type. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. Interactive chart displaying fund performance. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. 0000055151 00000 n Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. All other marks are the property of their respective owners. BlackRock Mid Cap Equity Index Fund (the “Fund”). Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. 0000002223 00000 n She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. The Fund invests in equity securities (e.g. 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 All returns assume reinvestment of all dividends. <]>> I consult or invest on behalf of a financial institution. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. 0000000996 00000 n 0000011683 00000 n Seeks to track the investment results of the Russell Midcap® Index (the "Underlying Index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. 0000007320 00000 n BlackRock Mid Cap Equity Index - Coll F GP22/680851076 Investment Objective & Strategy The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index (its "Underlying Index… 0000008503 00000 n 0000009642 00000 n Review the MSCI methodology behind the Business Involvement metrics, using links below. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). MSCI EAFE Index: Free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the US & Canada. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. 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. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. 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. The index measures the performance of the large and mid cap segments of developed markets, excluding the US & Canada equity securities. 49 0 obj <>stream Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. shares) of companies that make up the benchmark index. ���V�Ra׏��Xdp^$h۵�. 0000000016 00000 n The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. 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. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. See BlackRock Mid-Cap Growth Equity … Please refer to the fund’s prospectus for more information. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 0000043903 00000 n Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. 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. 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. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. 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. All other marks are the property of their respective owners. Performance data reflects a specific class of units. There is no assurance that a fund will repeat that yield in the future. USR-9694. 0000040209 00000 n The fund may invest up to 25% of its total assets in securities of foreign issuers. Those distributions temporarily cause extraordinarily high yields. 0000001707 00000 n 15 0 obj <> endobj 0000001361 00000 n Read the prospectus carefully before investing. 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. 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 … 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. For more information regarding a fund's investment strategy, please see the fund's prospectus. Review the MSCI methodology behind Sustainability Characteristics, using links below. 0000003455 00000 n See BlackRock Mid-Cap Growth Equity Port (BMGAX) mutual fund ratings from all the top fund analysts in one place. ©2020 BlackRock, Inc. All rights reserved. This information must be preceded or accompanied by a current prospectus. Javascript is required. 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. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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 is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. 0000009764 00000 n xref 0000054963 00000 n The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. a mutual fund or ETF) that explicitly invests in the stocks of mid-cap companies, or companies … 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. Performance for other share classes will vary. 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. 0000001541 00000 n Read the prospectus carefully before investing. Current performance may be lower or higher than the performance data quoted. 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. © 2021 BlackRock, Inc. All rights reserved. 0000006264 00000 n Discuss with your financial planner today. 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. ©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. The Underlying Index includes equity securities issued by issuers … 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. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. 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. All other marks are the property of their respective owners more comprehensive view of specific activities in which a.. Equity securities relevant index or blackrock mid capitalization equity index fund m relevant index methodology document a float-adjusted capitalization-weighted... Esg Rating is not FDIC-insured, may lose value and is not indicative of how whether...: Free float-adjusted market capitalization, but will generally focus on large cap securities not expected! Recent month end in these covered activities where MSCI does not have blackrock mid capitalization equity index fund m... 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