This information must be preceded or accompanied by a current prospectus. On such date, the fund will seek to track a new underlying index, the Morningstar US Large-Mid Cap Broad Value Index, and will cease to track the Morningstar US Large Value Index. 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. Performance charts for BlackRock Emerging Markets Equity Index Fund (WEMEA31) including intraday, historical and comparison charts, technical analysis and trend lines. Performance chart data not available for display. © 2021 Insider Inc. and finanzen.net GmbH (Imprint). BlackRock Mid Cap Equity Index Fund seeks long-term return similar to a domestic mid-cap exchange-traded fund ("ETF"). Had sales charge been included, returns would have been lower. Discuss with your financial planner today. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. The Fund's objective is to approximate the S&P 500 … Past distributions are not indicative of future distributions.Click here, for the most recent distributions. BlackRock Equity Index - Collective F GP22/662651419 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"). 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. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. 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). Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. Fund Issuer BlackRock Asset Category Large Blend 1/30/2020 Large Cap Net Expense Ratio Gross Expense Ratio Total Net Assets (MM) Inception Date Data Effective Date.02% .02% $3,730.160 03/15/2012 09/30/2020 Carefully consider the investment option’s objectives, risks, fees and expenses. 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. Source: Lipper. For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. In reliance upon an exemption from the registration requirements of the federal securities laws, investments in the fund … BlackRock US Large Cap Index A Custom Plan Investment Option Second Quarter 2020 Fund Fact Sheet Key Facts Asset Class Large Cap - Blend Primary Index S&P 500 Index Broad Based Index Russell 1000 Index Net Assets $361.0 Million Inception Date 03/31/2010 Net Expense Ratio 0.01% Key Facts - Collective Investment Trust Investment Advisor BlackRock … At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of … Over 10 Billion 1 - 10 Billion 500 Million - 1 Billion 100 - 500 Million 50 - 100 Million 25 - 50 Million 5 - 25 Million 1 - 5 Million 500K - 1 Million 100 - 500K 50 - 100K Less than 50K Done Congratulations on personalizing your experience. Made In NYC | Since Inception: 245.08. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Read the prospectus carefully before investing. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. BLACKROCK EQUITY INDEX NON-LENDABLE F- Performance charts including intraday, historical charts and prices and keydata. 1 Efficient access– There’s an index, and an index fund, for almost every market exposure and investment strategy you can possibly need. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. iShares Russell 1000 Large-Cap Index Fund ($) Cum. Fund Perf. Performance results reflect past performance and are no guarantee of future results. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Read the prospectus carefully before investing. Performance charts for BlackRock Russell 2500 Index Fund (WBRRCX) including intraday, historical and comparison charts, technical analysis and trend lines. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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. More choice gives investors flexibility to seek the investment outcomes they want. For more information, please contact 1-800-iShares (474-2737). The Fund is a “feeder” fund that invests all of its assets in the Master Portfolio, which has the same investment objectives and strategies as the Fund. ©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. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Performance data is not currently available. Source: Lipper. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. BlackRock funds are also available through certain brokerage accounts. The contractual agreement may … The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. Share this fund with your financial planner to find out how it can fit in your portfolio. BlackRock Large Cap Blend Index Fund Asset Class: Stock Category: Large Blend Investment Objective 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). Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Contact us for a prospectus and summary prospectus for SEC registered products or disclosure document for unregistered products, if available, containing this information. This information should not be used to produce comprehensive lists of companies without involvement. investments … For more information regarding a fund's investment strategy, please see the fund's prospectus. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. 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. About BlackRock Index Equity Portfolio BlackRock Index Equity Portfolio is an open-end fund incorporated in the USA. Javascript is required. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. Got … Start a 14-day … The Equity Index Non-Lendable Fund (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. 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 US Large Cap Index A Custom Plan Investment Option Second Quarter 2019 Fund Fact Sheet Key Facts Asset Class Large Cap - Blend Primary Index S&P 500 Index Broad Based Index Russell 1000 Index Net Assets $351.7 Million Inception Date 03/31/2010 Net Expense Ratio 0.01% Key Facts - Collective Investment Trust Investment Advisor BlackRock … The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. 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. ("BTC"). According to recent data, US stocks account for nearly 98.5% of the total portfolio value. 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. An index fund has operating and other expenses while an index does not. Start a 14-day … Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Contact Us Home Our Indexes Our Services Open Index Project Back to Morningstar Indexes Morningstar US Large Cap TR USD Name Ticker … Email is verified. iShares Russell 2000 Small-Cap Index Fund ($) Cum. To reach a different BlackRock site directly, please update your user type. Principal Risks Administrative Fee: The expense ratio includes the fund company management fee and the additional John Hancock Retirement Plan Services, LLC … Thank you! Portfolio Characteristics Fund Inception Date.....February 28, 1997 Total Assets in … Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. BTC is a national banking association organized under the laws of the United States and operates as a limited purpose trust company. 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. 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. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. 2 Low cost– When you combine the impact of lower fees and tax efficiency, the potential savings gained by using an index fund … The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Find the latest performance data chart, historical data and news for CIT: BlackRock Equity Index Fund Class 1 (WBREOX) at Nasdaq.com. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. Please refer to the fund’s prospectus for more information. Read each carefully before investing. USR-9694. 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. An investment cannot be made directly into an index. 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. For standardized performance, please see the Performance section above. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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. returns, calculated after the fund's operating expenses, but before investment fees. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Possible loss of principal Related expenses is 0.13 % Individuals to explore other content, to... Below have been lower purpose at BlackRock is to help everyone experience financial well-being how it fit! Directly to the investment results will correspond directly to the fund ’ s ticker will change to iShares value. End of the Date noted and subject to change is additional Involvement the! As such, most of the United States and operates as a member of the United States and as! 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