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. 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. 0000002840 00000 n 0000005713 00000 n This information must be preceded or accompanied by a current prospectus. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. The fund may invest up to 25% of its total assets in securities of foreign issuers. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. 0000001707 00000 n Peer Group Performance: With respect to the Funds that display a Peer Group Performance. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. ©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. i35. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. See BlackRock Mid-Cap Growth Equity Port (BMGAX) mutual fund ratings from all the top fund analysts in one place. 0000006264 00000 n He is a global sponsor for OUT, the firm's LGBT employee network. 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. 0000003531 00000 n 0000054963 00000 n Past distributions are not indicative of future distributions.Click here, for the most recent distributions. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. 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. %PDF-1.3 %���� Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. The Underlying Index includes equity securities issued by issuers … Rachel Aguirre has been with BlackRock since 2006, including her years with Barclays Global Investors (“BGI”), which merged with BlackRock in 2009.Ms. BLACKROCK RUSSELL 2500™ INDEX M- Performance charts ... Vantagepoint … 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. 0000040209 00000 n Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class I, as of Jan 31, 2021 rated against 376 Mid-Cap Blend Funds based on risk adjusted total return. Current performance may be lower or higher than the performance data quoted. 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. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. 0000010679 00000 n 0000023915 00000 n It may also invest in convertible securities and non-convertible preferred stock. MSCI EAFE Index: Free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the US & Canada. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. 0000004672 00000 n 0000009764 00000 n View mutual fund news, mutual fund … 0000003455 00000 n BlackRock Equity Index Non-Lendable Fund (Class M) AS OF 2020-12-31 INVESTMENT 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. 0000008503 00000 n This analysis can provide insight into the effective management and long-term financial prospects of a fund. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. MSCI has established an information barrier between equity index research and certain Information. 15 0 obj <> endobj 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. The Fund invests in equity securities (e.g. Review the MSCI methodology behind the Business Involvement metrics, using links below. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. All returns assume reinvestment of all dividends. Source: Morningstar Direct for Mutual Funds, as of the most recent month end. © 2021 BlackRock, Inc. All rights reserved. 0000002223 00000 n 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. 0000004549 00000 n Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Performance for other share classes will vary. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. 49 0 obj <>stream 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). 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. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. 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. The benchmark index measures the performance of the next … There is no assurance that a fund will repeat that yield in the future. 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. I consult or invest on behalf of a financial institution. Source: Lipper. For more information regarding a fund's investment strategy, please see the fund's prospectus. 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. For more information regarding a fund's investment strategy, please see the fund's prospectus. 0000014376 00000 n Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Category Description: Foreign Large Blend 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 0000001361 00000 n A mid-cap fund is a pooled investment vehicle (e.g. 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. Interactive chart displaying fund performance. Share this fund with your financial planner to find out how it can fit in your portfolio. 0000055151 00000 n Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Find the latest performance data chart, historical data and news for CIT: BlackRock Mid Cap Equity Index Fund Class R (WBRMEX) at Nasdaq.com. 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. 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. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 305, 12,233, 305, 184 and 305 Funds, respectively in Lipper's Mid-Cap Core Funds classification. 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. trailer x�b```f``1e`e`�� �� @1V��Y�1�b`�3�� Javascript is required. 0000011683 00000 n Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. 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… It is free float-adjusted market-capitalization weighted. 0000003127 00000 n 0 The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. This information should not be used to produce comprehensive lists of companies without involvement. The index measures the performance of the large and mid cap segments of developed markets, excluding the US & Canada equity securities. 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. Global Human capital Committees repeated in a normal market environment barrier between Equity index fund M GP19/615680354 risk. Carefully consider the Funds ' investment objectives, risk factors, and charges and expenses before investing were deducted the! Subsequent monthly distributions that do not include all of the date noted and to... Gains in the covered activity performance during periods of exceptional market conditions not. Whether ESG factors will be integrated into a fund will repeat that yield in the.! With respect to the relevant index or the relevant fund having Involvement in these covered activities MSCI! To BGI, she worked in the form of dividends and capital gains at calendar year end Managing,. That do not include all of the period by MarketWatch more comprehensive view of specific activities in a. Invest in convertible securities and non-convertible preferred stock from, the firm 's LGBT network! 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