The Fund’s results may be lower than other funds that do not consider ESG characteristics or use a different methodology to identify and/or incorporate ESG characteristics. Source: Lipper. BlackRock funds are also available through certain brokerage accounts. As a result, the Fund may invest in securities that do not reflect the beliefs of any particular investor. Diversified emerging-markets portfolios tend to divide their assets among 20 or more nations, although they tend to focus on the emerging markets … These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Read the prospectus carefully before investing. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. Prior to rejoining BGI in 2008, Mr. Mathieson was an equity analyst for a specialist investment company focused on European financial stocks. BlackRock funds are also available through certain brokerage accounts. 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. 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. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. This information should not be used to produce comprehensive lists of companies without involvement. BlackRock Advantage ESG US Equity Fd. Investments in emerging markets may be considered speculative and are more likely to experience hyperinflation and currency devaluations, which adversely affect returns. 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. Prior to assuming his current role, he led the Equity Investments team within the Global Market Strategies (GMSG) business of BlackRock's Multi-Asset Investments Group. The Fund’s incorporation of ESG investment insights may affect the Fund’s exposure to certain companies or industries. Read the prospectus carefully before investing. 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. USR-9694. Short-selling entails special risks. Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments. BlackRock Advantage 3 ESG US Equity Fund BIRIX US Large Cap Equity 0.48 10/05/2015 $179 BlackRock Advantage ESG International Equity Fund BRZIX International Developed Equity 0.50 4 08/18/2020 $11 BlackRock Advantage 5 ESG EM Equity Fund BLZIX Emerging Markets Equity 0.86 08/18/2020 $12 ESG Systematic BlackRock Systematic ESG Bond Fund BIIIX US Aggregate Bond 0.436 08/23/2016 $56 … Performance charts for BlackRock Advantage ESG US Equity Fund (BIRKX) including intraday, historical and comparison charts, technical analysis and trend lines. Performance charts for BlackRock Funds I - BlackRock Advantage Emerging Markets Equity Fund (BREMAUA) including intraday, historical and comparison charts, technical analysis and trend lines. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Most recent portfolio value is calculated to be $ 9,874,387 USD. 0.480. All returns assume reinvestment of all dividends. 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. BlackRock Advantage ESG Emerging Markets Equity Fund Class K (BLZKX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Discuss with your financial planner today. BlackRock Funds SM. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Find out if BRZIX is the best investment for you. ©2020 BlackRock, Inc. All rights reserved. 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 screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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. Performance charts for BlackRock Advantage ESG US Equity Fund (BIRKX) including intraday, historical and comparison charts, technical analysis and trend lines. Net Expense Ratio excluding Investment Related Expenses is 0.81%. Ms. Hawley earned a BA in mathematics from the University of California Berkeley in 1997. 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. Richard Mathieson, CA, Managing Director, is a member of the Systematic Active Equity (SAE) division within BlackRock's Active Equities Group. Yes. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. Fees and Expenses of the Fund Those distributions temporarily cause extraordinarily high yields. Interactive chart displaying fund performance. 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. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Dr. Shen is an adjunct professor at NYU teaching a MBA class on international investment. Investments in emerging markets may be considered speculative and are more likely to experience hyperinflation and currency devaluations, which adversely affect returns. For more information regarding a fund's investment strategy, please see the fund's prospectus. BlackRock Emerging Markets Fund, Inc. BlackRock Equity Dividend Fund . Performance for other share classes will vary. BIRAX | A complete BlackRock Advantage ESG US Equity Fund;Investor A mutual fund overview by MarketWatch. Current performance may be lower or higher than the performance data quoted. 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 0.55% and for Oil Sands 0.00%. Prior to assuming his current role, he led the Equity Investments team within the Global Market Strategies (GMSG) business of BlackRock's Multi-Asset Investments Group. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. If the fund makes short sales in securities that increase in value, the fund will lose value. Prior to rejoining BGI in 2008, Mr. Mathieson was an equity analyst for a specialist investment company focused on European financial stocks. 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. 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. View mutual fund news, mutual fund market and mutual fund … Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. View mutual fund news, mutual fund market and mutual fund interest rates. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. 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. BlackRock Funds SM. 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. Performance for other share classes will vary. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. 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. BlackRock Advantage Large Cap Growth Fund . Performance chart data not available for display. Previously, he was with BGI as a senior portfolio manager, where he was responsible for managing both long-only and market-neutral strategies. 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. To reach a different BlackRock site directly, please update your user type. Get BlackRock Advantage ESG Emerging Markets Equity Fund Investor A (BLZAX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. If BRZIX is the best investment for Asia Pacific and Emerging market Active equities plus cash ( which not! And certain information a project manager of credit risk modeling at Fair, Isaac seek to enhance.! 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