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Fund BlackRock EAFE Equity Index Fund 1 Year 0.83% 3 Year 0.94% Since Inception 4.98% Index MSCI EAFE Index i35 1 Year 0.49% 3 Year 0.62% Since Inception n/a Peer Group Morningstar Foreign Large Blend Peer p5 David Zhao, Managing Director, is Co-Director of Research for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group. Performance results reflect past performance and are no guarantee of future results. 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. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of companies included in the fund's applicable benchmark index, including instruments representative of that index (such as 500 Index Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. This analysis can provide insight into the effective management and long-term financial prospects of a fund. 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. Portfolio Overview: BlackRock Equity Index Portfolio Assumptions Data in "Growth of $10,000" is based on historical annual performance data. 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. 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 0.79%. This information must be preceded or accompanied by a current prospectus. Mr. DeSpirito earned a BS degree in economics with a concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania and a JD degree, magna cum laude, from Harvard Law School. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Source: Lipper. Visit your brokerage today to see how you can get started. Current performance may be lower or higher than the performance data quoted. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. The Fund invests in equity securities (e.g. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. BlackRock Equity Index T ..... the Fund does not try to outperform the index it seeks to track and does not seek temporary defensive positions when markets decline or appear overvalued. 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 are also available through certain brokerage accounts. Learn about MDDVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Mr. DeSpirito joined BlackRock in 2014. To reach a different BlackRock site directly, please update your user type. When autocomplete results are available use up and down arrows to review and enter to select. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Net Expense Ratio excluding Investment Related Expenses is 1.27%. 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. Investing involves risk, including possible loss of principal. ©2020 BlackRock, Inc. All rights reserved. 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. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. BlackRock Fundamental Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. For more information regarding a fund's investment strategy, please see the fund's prospectus. Data as of 09/30/2020. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Performance charts for BlackRock Russell 2500 Index Fund (WBRRCX) including intraday, historical and comparison charts, technical analysis and … 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. They consider quantitative and qualitative factors in their research. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. About this page + View less To find out detailed information on Blackrock Bond Index in the U.S., click the tabs in the table below. ("BTC"). Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. All returns assume reinvestment of all dividends. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and … Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. 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 USA Index, the Fund’s benchmark index. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group. All other marks are the property of their respective owners. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Mr. Tapia is a Portfolio Manager for the BlackRock Equity Dividend portfolios. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. 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. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. 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. Been provided for transparency and informational purposes only as having Involvement in these covered activities where MSCI does not coverage... Charge had been included, returns would have been provided for transparency informational... Be exposed through its investments ‡the Morningstar Analyst Rating™ is not a credit or risk rating information and... 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blackrock equity index fund r ticker