The fund was rated against the following numbers of U.S.-domiciled Mid-Cap Growth funds over the following time periods: 564 in the last 3 years, 504 in the last 5 years and 383 in the last 10 years. 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. 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. 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 … 0000003455 00000 n Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. 0000036265 00000 n Mid Capitalization Equity Index Fund M ... investment fund maintained and managed by BlackRock Institutional Trust Company, N.A. FJ BlackRock Equity Index NL Fund AS OF 2020-12-31 INVESTMENT STRATEGY: 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 United States market for trailer Investing involves risk, including possible loss of principal. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. The fund may invest up to 25% of its total assets in securities of foreign issuers. 0000011683 00000 n 15 0 obj <> endobj The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. 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. 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. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. The investment seeks long-term capital appreciation. Nasdaq - Nasdaq Delayed … The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. ©2020 BlackRock, Inc. All rights reserved. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. 0000009764 00000 n The metrics below have been provided for transparency and informational purposes only. 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. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. 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. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. For more information regarding a fund's investment strategy, please see the fund's prospectus. 0000003531 00000 n 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. Share this fund with your financial planner to find out how it can fit in your portfolio. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. ("BTC"). Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Source: Lipper. Rachel Aguirre has been with BlackRock since 2006, including her years with Barclays Global Investors (“BGI”), which merged with BlackRock in 2009.Ms. See BlackRock Mid-Cap Growth Equity … ©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 chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. 0000055151 00000 n 0000054963 00000 n 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. shares) of companies that make up the benchmark index. 0000040689 00000 n Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. Performance data is not currently available. i35. 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… Source: Morningstar Direct for Mutual Funds, as of the most recent month end. 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 Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). (BTC). Visit your brokerage today to see how you can get started. 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. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. 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. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. CMGIX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Institutional mutual fund overview by MarketWatch. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. 0000010679 00000 n Performance data reflects a specific class of units. 0000043903 00000 n BlackRock Mid Cap Equity Index Fund (the “Fund”). 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 … For standardized performance, please see the Performance section above. Those distributions temporarily cause extraordinarily high yields. I consult or invest on behalf of a financial institution. Current performance may be lower or higher than the performance data quoted. ���V�Ra׏��Xdp^$h۵�. 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. 0000003127 00000 n She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. Other fee 0000008503 00000 n It may also invest in convertible securities and non-convertible preferred stock. 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. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. 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. BLACKROCK MID CAP EQUITY INDEX FUND 51- Performance charts including intraday, historical charts and prices and keydata. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. 0000001280 00000 n 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 0.10%. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. <]>> All other marks are the property of their respective owners. 0000005713 00000 n Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. 0000001707 00000 n 0000040209 00000 n 0000007320 00000 n 0000004549 00000 n 0000001541 00000 n 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. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. All returns assume reinvestment of all dividends. 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