Please refer to the fund’s prospectus for more information. Javascript is required. 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. Source: BlackRock. The Fund manager designs research, portfolio construction, and decision phases of the investment process to reflect emphasis on relevant, internal ESG research related to assessments of certain characteristics, including, but not limited to, economic and environmental transition, market structure, superior growth, management quality, and risk characteristics associated with environmental, social, and governance matters. The BlackRock U.S. Equity Factor Rotation ETF (the “Fund”) seeks to outperform the investment results of the large- and mid-capitalization U.S. equity markets by providing diversified and … BlackRock CDN LifePath 2020 Index Fund 20.445113 CAD 01/27/2021 BlackRock … For more information regarding a fund's investment strategy, please see the fund's prospectus. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Read the prospectus carefully before investing. 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. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Index returns are for illustrative purposes only. All other marks are the property of their respective owners. Performance. N/A N/A. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. Investment in the sub-fund(s) is only open to 'Qualified Holders', as defined in the relevant Fund Prospectus. 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. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. The initial investment of the majority of BlackRock mutual funds ranges from $0 to $1,000. Compare. Index performance returns do not reflect any management fees, transaction costs or expenses. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. Previously, he was head of investments for European active equities. 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. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. 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. BlackRock funds are also available through certain brokerage accounts. Account … Source: Lipper. Web Site www.blackrock.com Issuer BlackRock Institutional Trust Company NA Category Description: Large Blend Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Mr. Mathieson qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, and holds a Bachelor of Accountancy from the University of Glasgow. Get instant access to a free live streaming chart of the Blackrock Us Equity Index B fund. Investing involves risk, including possible loss of principal. Trade this ETF now through your brokerage. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the equity market in the United States. U.S. Bonds U.S. Equities International Equities Smart Beta Real Estate View our full index mutual fund … Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. For newly launched funds, sustainability characteristics are typically available 6 months after launch. 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. He is a global sponsor for OUT, the firm's LGBT employee network. THIS ACCOUNT IS LINKED TO THE PERFORMANCE OF THE MANULIFE ASSET MANAGEMENT CANADIAN EQUITY INDEX POOLED FUND, which provides a rate of return based on the performance of the S&P/TSX Capped Composite Total Return Index. Previously, he was with BGI as a senior portfolio manager, where he was responsible for managing both long-only and market-neutral strategies. For more information regarding a fund's investment strategy, please see the fund's prospectus. Share Class and Benchmark performance displayed in USD. This information should not be used to produce comprehensive lists of companies without involvement. BLACKROCK EQUITY INDEX NON-LENDABLE F- Performance charts including intraday, historical charts and prices and keydata. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Find our live Blackrock Cdn Us Equity Index Non-taxable Class A fund basic information. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. Standard and Poor's chooses member companies for the index based on market size, liquidity and industry group representation. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index. United States . 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. She is responsible for SAE's ESG portfolios. All other marks are the property of their respective owners. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. To achieve this, the fund is invested in units of the BlackRock CDN US Equity Index Class D Fund, which is invested in the equities of U.S. companies included in the S&P 500. Fund Company. Anna Hawley, CFA, Director and senior portfolio manager, is a member of BlackRock's Systematic Active Equity Investment Group. Explore our funds now. ©2020 BlackRock, Inc. All rights reserved. The Fund will invest in equity securities (e.g. Investing involves risk, including possible loss of principal. Net Expense Ratio excluding Investment Related Expenses is 0.73%. 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. investment, market cap and category. To reach a different BlackRock site directly, please update your user type. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. Wilmington Trust, N.A. The BlackRock Advantage ESG U.S. Equity Fund enables investors to do more with their money than simply seeking a financial return. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate metrics, and other factors. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. He is a Portfolio Manager responsible for global equity strategies. There are flexible customization options and dozens of tools to help you understand where prices are headed. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the U.S. equity team within SAE. The latest fund information for Av MyM BlackRock US Equity Index Tracker Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The U.S. Equity Market Fund (the “Fund”) is an index fund that seeks investment … 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. Managers. Performance for other share classes will vary. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Fund provides a strategic mix of approximately 70% Canadian equities and 30% global equities. FUND FACTS as at Sept. 30, 2020 Fund type: Foreign Equity Fund size: $55,040,000 Underlying fund size: $14,610,378,840 Underlying fund name: BlackRock CDN US Equity Index Portfolio manager: BlackRock Asset Management Canada Limited Fund inception date: 2 December 2004 Underlying fund inception date: 1 July 2005 Number of holdings: 506 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. 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. We offer a comprehensive suite of low cost index solutions across market exposures and asset classes. 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. US Equity: BlackRock CDN US Equity Index Non-Taxable Class A: 40.280460: CAD: 02/01/2021: BlackRock CDN US Equity Index Non-Taxable Class D: 70.168876: CAD: 02/01/2021: BlackRock CDN US Equity Index Class A: 33.723269: CAD: 02/01/2021: BlackRock CDN US Equity Index … Profile. Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors, where he managed US strategies within the Alpha Strategies Group. The metrics below have been provided for transparency and informational purposes only. 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. Objectives of the Fund • Medium and long term capital growth through an indexed portfolio management built by investing directly in equity … Individual Investors . shares) of companies that make up the benchmark index. 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. The latest fund information for Av BlackRock US Equity Index Tracker FP Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. shares) listed and traded on regulated markets in the United States … We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. The latest fund information for RLP BlackRock ACS US Equity Index Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. Price as of: Jan 29, 2021. At BGI, Mr. Savi was global head of portfolio management for active equities. 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. He is a member of the Global Operating and Human Capital Committees. YTD Return-1.0%; 3 Yr … Past distributions are not indicative of future distributions.Click here, for the most recent distributions. I consult or invest on behalf of a financial institution. 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