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Investing involves risk, including possible loss of principal. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Interactive chart displaying fund performance. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. BlackRock Core Bond Portfolio Class K + Add to watchlist. The metrics below have been provided for transparency and informational purposes only. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Learn about MKDVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Source: Lipper. Find our live Blackrock High Yield Bond Portfolio Class K fund basic information. Get BlackRock Income Fund Class K Shares (BMSKX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. BlackRock BlackRock LifePath Index Fund - K Class Target Date AS OF 09/30/2020 Investment Objective and Strategy The funds seek to maximize return consistent with the risk that investors planning to retire (or begin to withdraw substantial portions of their investment) in a particular year or range of years may be willing to accept. 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. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. 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. 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. Share this fund with your financial planner to find out how it can fit in your portfolio. Learn about LIPKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. At BGI, he was a portfolio manager within the BlackRock Multi-Asset Client Solutions (BMACS) Group focusing on the development and implementation of both target-date and college savings strategies. 2020-11-24 - BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES has filed a NPORT-P form disclosing ownership of 30,973 shares of RELX PLC (US:RELX) with total holdings valued at $689,528 USD as of 2020-09-30. Credit quality ratings on underlying securities of the fund are received from S&P, Moody’s and Fitch and converted to the equivalent S&P major rating category. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Read the prospectus carefully before investing. … BlackRock Total Return’s approach combines rigor and out-of-the-box thinking. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). A professionally managed portfolio of diversified investments that adjusts over time. 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 International Fund — Class K Shares Return Before Taxes : 31.82% 5.95% 5.90% Return After Taxes on Distributions : 31.70% 5.81% 5.73% Return After Taxes on Distributions and Sale of Fund Shares : 19.33% 4.80% 4.84% MSCI … 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 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. LifePath Index is 1 of only 2 Morningstar gold rated target date funds. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Find real-time MPHQX - BlackRock Total Return Fund Class K Shares stock quotes, company profile, news and forecasts from CNN Business. All other marks are the property of their respective owners. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. All other marks are the property of their respective owners. global.morningstar.com/managerdisclosures/, HOUSTON CENTER (BSREP II HOUSTON) CML Prvt, CREDIT SUISSE GROUP AG 144A 6.25 12/31/2049, MACQUARIE BANK LTD (LONDON BRANCH) 144A 6.125 12/31/2049. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Unrated securities do not necessarily indicate low quality. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. Current performance may be lower or higher than the performance data quoted.Performance shown for certain share classes of certain funds is synthetic, pre-inception performance leveraging the performance of a different share class of the fund. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Net Expense Ratio excluding Investment Related Expenses is 0.50%. Learn about a low-cost approach to balance diversification, risk and return. ©2020 BlackRock, Inc. All rights reserved. Overall Morningstar Rating for LifePath Index Retirement Fund, Class K, as of Jan 31, 2021 rated against 148 Target-Date Retirement Funds based on risk adjusted total return. All returns assume reinvestment of all dividends. Add to watchlist; Add to portfolio; Price (USD) 10.49; Today's Change-0.01 / -0.10%; 1 Year change 5.64%; Data delayed at least 15 minutes, as of Nov 24 2020. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. 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. Performance data is not currently available. The fund may use derivatives to hedge its investments or to seek to enhance returns. investment, market cap and category. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. For more information regarding a fund's investment strategy, please see the fund's prospectus. The fund is actively managed and its characteristics will vary. Find real-time BRHYX - BlackRock High Yield Bond Portfolio Class K stock quotes, company profile, news and forecasts from CNN Business. Mr. Shingler earned an AB degree, summa cum laude, in philosophy from Princeton University. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. This information should not be used to produce comprehensive lists of companies without involvement. At BGI he was a senior portfolio manager and team leader in the iShares Index Equity Portfolio Management Group and was previously a transition manager in the Transition Management Group. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Typically, when interest rates rise, there is a corresponding decline in bond values. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. 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. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. For newly launched funds, sustainability characteristics are typically available 6 months after launch. For the latest month-end Distribution Yield, click here. Investing involves risk, including possible loss of principal. Consistent Return . 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. Read the prospectus carefully before investing. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. Class K Shares of the Fund are available only to (i) employer-sponsored retirement plans (not including SEP IRAs, SIMPLE IRAs and SARSEPs) (“Employer-Sponsored Retirement Plans”), (ii) collective trust funds, investment companies and other pooled investment vehicles, each of which may purchase shares of the Fund through a Financial Intermediary (as defined below) that has … Performance results reflect past performance and are no guarantee of future results. ©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. Source: Lipper. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. 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 Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Before joining BlackRock in 2009 in London, Mr. Shingler was Head of European Research at R3 Capital Partners and its predecessor. The fund may use derivatives to hedge its investments or to seek to enhance returns. Prior to his current role, Mr. Shingler served as a research analyst and portfolio manager within BlackRock's European and U.S. credit businesses. USR-9694. © 2021 BlackRock, Inc. All rights reserved. 7 NAV purchases at specified breakpoints on BlackRock fixed income funds may be subject to a CDSC if liquidated within 18 months of purchase as follows: most taxable fixed income funds: 0.75%; BlackRock GNMA, Systematic ESG Bond, U.S. Government Bond: 0.50% ; BlackRock Inflation Protected Bond: 0.15%; all tax-free fixed income funds, BlackRock Global Long/Short … Had sales charge been included, returns would have been lower. 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 0.28% and for Oil Sands 0.15%. He also manages decumulation strategies designed for investors in retirement. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Morningstar has awarded the Fund a Silver medal. MSCI Ratings are currently unavailable for this fund. Source: Lipper. BLACKROCK CHINA A OPPORTUNITIES FUND CLASS K- Performance charts including intraday, historical charts and prices and keydata. Non-diversification of investments means that more assets are potentially invested in fewer securities than if investments were diversified, so risk is increased because each investment has a greater effect on performance. Asset allocation strategies do not assure profit and do not protect against loss. ©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. View & analyze the BRHYX fund chart by total assets, risk rating, Min. Javascript is required. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Overall Morningstar Rating for BlackRock Systematic ESG Bond Fund, Class K, as of Dec 31, 2020 rated against 543 Intermediate Core-Plus Bond Funds based on risk adjusted total return. Visit your brokerage today to see how you can get started. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Mr. Chung's service dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. There is no assurance that a fund will repeat that yield in the future. Discuss with your financial planner today. Our LifePath Index Funds evolve as you near retirement. This breakdown is provided by BlackRock and takes the median rating of the three agencies when all three agencies rate a security the lower of the two ratings if only two agencies rate a security and one rating if that is all that is provided. BlackRock LifePath Index Retirement Custom Benchmark, 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). The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Class K Shares of the Fund are available only to (i) employer-sponsored retirement plans (not including SEP IRAs, SIMPLE IRAs and SARSEPs) (“Employer-Sponsored Retirement Plans”), (ii) collective trust funds, investment companies and other pooled investment vehicles, each of which may purchase shares of the Fund through a Financial Intermediary (as defined below) that has … Mr. Chung is a CFA charterholder. 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. Find our live Blackrock Core Bond Portfolio Class K fund basic information. The Underlying Index includes equity securities issued by issuers … Alex Shingler, CFA, Managing Director, is a member of BlackRock's Multi-Asset Strategies group and a portfolio manager for over $20 billion of income-oriented multi-asset portfolios, including the BlackRock Multi-Asset Income fund. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. Mr. Christofel joined Blackrock in 2007 from Oliver Wyman, a consulting firm specializing in financial services. 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. The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. He is a global sponsor for OUT, the firm's LGBT employee network. 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. Previously he was an equity analyst responsible for global consumer discretionary stocks at Nicholas Applegate Capital Management. 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