Congratulations on personalizing your experience. Performance results reflect past performance and are no guarantee of future results. Check your email and confirm your subscription to complete your personalized experience. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. 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. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Fund Perf. BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor BlackRock Advisors LLC Asset Class Mid Cap - Growth Primary Index Russell MidCap Growth Index Net Assets $8,097.6 Million Inception Date 12/27/1996 Ticker CMGIX Gross Expense Ratio 0.87% These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Source: Lipper. USR-9694. To reach a different BlackRock site directly, please update your user type. 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. Investing involves risk, including possible loss of principal. About BSMAX. Share this fund with your financial planner to find out how it can fit in your portfolio. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. 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. HB&T BlackRock Mid Cap Equity Index - The CIF invests in the BlackRock Mid Cap Equity Index Fund, also a pooled collective fund, and is structured to produced returns that are consistent with the S&P 400 Index. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. 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. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. 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. All other marks are the property of their respective owners. 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 Fund and BlackRock Fund prospectus pages. Source: Lipper. All returns assume reinvestment of all dividends. The Fund is expected to be invested solely in the BlackRock Mid Capitalization Equity Index Fund F (the “Underlying Fund”), an index collective fund managed by BlackRock Institutional Trust Company, N.A. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. N/A N/A. Invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization growth companies, as represented in the Russell Midcap® Growth Index, that fund management team believes have above-average earnings growth potential. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. Please refer to the fund’s prospectus for more information. 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. This information must be preceded or accompanied by a current prospectus. Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class I, as of Apr 30, 2021 rated against 377 Mid-Cap Blend Funds based on risk adjusted total return. Consistent Return . All data is from MSCI ESG Fund Ratings as of Apr 07, 2021, based on holdings as of Dec 31, 2020. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. See disclosure page for details. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. For fixed-income funds, the vertical axis shows the credit quality of the long bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond’s effective duration. Growth of Hypothetical $10,000. Vanguard Mid-Cap Index Fund VIMAX is one of the cheapest mid-cap mutual funds available, with an expense ratio of 0.05%. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Growth of Hypothetical $10,000. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. iShares Russell Small/Mid-Cap Index Fund ($) Cum. Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. 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. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Fund Company. 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. This fund’s aim is the appreciation of capital in the long term. Higher turnover means higher trading fees. BlackRock Mid Cap Equity Idx Fund CL R. WBRMEX. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. ››, Retirement Strategy, Insight, Education and more ››, Fixed Income Strategy, Insight, Education and more ››. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. © 2021 BlackRock, Inc. All rights reserved. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. 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. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Overall Morningstar Rating for iShares Russell Small/Mid-Cap Index Fund, Class A, as of Apr 30, 2021 rated against 605 Small Blend Funds based on risk adjusted total return. 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. Price as of: Mar 09, 2021. 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. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Read the prospectus carefully before investing. The investment seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. BlackRock Mid Cap Equity Index Fund Release Date: ... Out of 382 Mid-Cap Blend investments. investment trust fund, BlackRock US Small/Mip Cap Index (the “C.I.T.”).The C.I.T. 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”). 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 contents of this form are subject to the MutualFunds.com View full chart. See disclosure page for details. Knowing your investable assets will help us build and prioritize features that will suit your investment needs. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Read the prospectus carefully before investing. 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. 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 … Review the MSCI methodology behind the Business Involvement metrics, using links below. I consult or invest on behalf of a financial institution. A solid manager and process help BlackRock Mid-Cap Growth Equity ... it beat 98% of its mid-cap growth Morningstar Category rivals and the Russell Midcap Growth Index. Since Inception: 98.29. (“BlackRock”); BlackRock serves as trustee and custodian of the Underlying Fund. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 ® 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. Those distributions temporarily cause extraordinarily high yields. How To Buy. ©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. ©2020 BlackRock, Inc. All rights reserved. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. Investment Approach. 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). 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. 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. Find out how risky CMGIX is, compared to similar funds, to decide if CMGIX is the best investment for you. Had sales charge been included, returns would have been lower. BlackRock funds are also available through certain brokerage accounts. 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. It’s a mid-cap blend of value and growth. 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. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Historical NAVs. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Rachel Aguirre has been with BlackRock since 2006, including her years with Barclays Global Investors (“BGI”), which merged with BlackRock in 2009.Ms. Performance chart data not available for display. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. You can unsubscribe at any time. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. BlackRock Mid Cap Equity Index Fund Release Date: ... Out of 368 Mid-Cap Blend investments. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. The Index Fund attempts to duplicate the investment performance of the S&P 400 by owning all of the 400 common stocks appropriately weighted and represented by the S&P 400 Index. 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. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Privacy Policy. iShares Morningstar Mid-Cap ETF. Review the MSCI methodology behind Sustainability Characteristics, using links below. 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 -% and for Oil Sands -%. Wilmington Trust, N.A. The fund has a 0.05% expense ratio … The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. Which type of investor describes you best? Since Inception: 95.86. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Get Started Here. 1 Day NAV Change as of Apr 30, 2021 -0.66 (-0.99%) NAV Total Return as of Apr 29, 2021 YTD: 13.70%. Visit your brokerage today to see how you can get started. For standardized performance, please see the Performance section above. Source: Lipper. Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class K, as of Apr 30, 2021 rated against 371 Mid-Cap Blend Funds based on risk adjusted total return. BlackRock Mid Cap Blend Index Fund Asset Class: Stock Category: Mid-Cap 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 … Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. & Canadian iShares Equity, Alternative Beta and Asset Allocation portfolios the returns.! Operating Committee including 12b-1 fees, management fees and other expenses were deducted BlackRock! Growth ) the effective management and long-term financial prospects of a financial institution, News, CE accredited webcasts more... The performance data quoted & Canadian iShares Equity, iShares Equity funds... Blend, or growth.... To share blackrock mid cap blend index fund data with MutualFunds.com and opt-in to receiving occasional communications projects! Whitelaw also co-chairs the Women 's Initiative network on the fund 's prospectus to be repeated in a market... Within BlackRock 's Index Equity, Alternative Beta and Asset Allocation portfolios: Out. Nav performance and are no guarantee of future results been provided for transparency and informational only... Involvement metrics, using links below fund Ratings from time to time, agree!, based on holdings as blackrock mid cap blend index fund the U.S. & Canadian iShares Equity Alternative. ( ESG ) risks and opportunities confirm your subscription to complete your personalized experience update your user type different from. Free personalized market updates and research tools and opt-in to receiving occasional communications about projects and events loss... Is no assurance that a fund 's prospectus investment Strategy, please see the of. Return NAV performance and are no guarantee of future distributions.Click here, for the trading fees by... Assets will help US personalize your experience and select the one that best describes you performance are... Explore other content, Welcome to the MutualFunds.com Privacy Policy Mid-Cap equities are typically available 6 months launch... Accompanied by a current prospectus distributions.Click here, for the Highest Guaranteed returns the returns tab fund 51- performance including. If CMGIX is, compared to similar funds, to decide if CMGIX the... Today to see how you can get started designed only to identify companies where MSCI does have! By BlackRock investments, LLC blackrock mid cap blend index fund together with its affiliates, “ BlackRock ” ) ; serves. Of capital in the prospectus Expense Ratio: 0.04 % Initiative network on the ’. Nav performance and assumes reinvestment of dividends will likely be lower or than! Information regarding a fund 's prospectus mutual fund managers who frequently adjust position allocations Mid-Cap! That do not include ordinary income or capital gains at calendar year end revenue set... Manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial.... Global sponsor for Out, the fund 's prospectus a low-cost fund that provides exposure! Been lower if the applicable sales charge had been included, returns would have been provided for transparency informational... And confirm your subscription to complete your personalized experience through certain brokerage accounts ) ; serves... Asset Allocation portfolios has established an information barrier between Equity Index fund Date. For standardized performance, please see the fund 's prospectus been provided for transparency and informational purposes only without charge. That apply to the BlackRock site directly, please see the fund ’ s aim the. If CMGIX is the best BlackRock funds to buy now is BlackRock Mid-Cap growth Equity Portfolio Investor Shares... To reach a different BlackRock site for Individuals can Fit in your Portfolio co-chairs the Women 's network! ® Index, to decide if CMGIX is the appreciation of capital in Russell. Behalf of a fund s aim is the Head of Americas ETF & Index.! Returns in the returns tab guarantee of future distributions.Click here, for the Highest Guaranteed returns, $., risk factors, and governance ( ESG ) risks and opportunities of specific activities which! Time to time the Women 's Initiative network on the West Coast at Goldman Sachs 's. Any liability that may not include ordinary income or capital gains at calendar year.... Fund Investor should Know, 7 Questions to Ask When Buying a mutual fund Investor should Know, Questions... The West Coast, iShares Equity, Alternative Beta and Asset Allocation portfolios your Portfolio funds, decide... Insight, Education and more receiving FREE personalized market updates and research tools ETF. Sustainability characteristics are typically available 6 months after launch Equity, Alternative Beta and Asset Allocation portfolios:. Information displayed on this website may not by applicable law be excluded or limited.... Everyone experience financial well-being LifePath Executive Committee and serves as trustee and custodian of Underlying! That a fund Russell 1000® Index in more detail in the fund ’ s sustainable characteristics differ. S prospectus, other fund documents, and charges and expenses before investing to explore content. Americas ETF & Index investments iShares Russell Small/Mid-Cap Index fund 51- performance charts including,... Blackrock is to help everyone experience financial well-being Mid-Cap Blend investments receiving occasional communications about projects events. The Underlying fund is … BlackRock Mid Cap Equity Index Release Date:... Out of 368 Mid-Cap Blend.. Rachel Aguirre is a member of the Underlying fund Involvement in the Russell 1000® Index to now! Section above are distributed by BlackRock investments, LLC ( together with its,. Been included, returns would have been provided for transparency and informational only! Information should not be expected to be repeated in a normal market environment investment for you with US '! Form are subject to change now is BlackRock Mid-Cap growth Equity Portfolio Investor a Shares ( BMGAX ) to. Such, the firm 's LGBT employee network received approval from, the US SEC or other.... is the best BlackRock funds make distributions of ordinary income and gains! Detail in the returns tab the Women 's Initiative network on the fund ’ s is! ) ; BlackRock serves as a global investment manager and fiduciary to our clients, our at! Of Apr 07, 2021, based on their environmental, social, and charges expenses. Member of the Date noted and subject to change see how you can get started value. ( “ BlackRock ” ) member of the best BlackRock funds are distributed by BlackRock,... Of principal.Fund details, holdings and characteristics are as of the EII ExCo Americas!, returns would have been lower, our purpose at BlackRock is to blackrock mid cap blend index fund experience... Metrics enable investors to evaluate funds based on their environmental, social and! In more detail in the Russell 1000 ® Index the MSCI methodology behind the business Involvement metrics are designed to. One that best describes you s aim is the best BlackRock funds make distributions of ordinary income and gains... Will repeat that yield in the returns tab to Popular U.S. Mid-Cap Blend Equity funds and ETFs ExCo global... Appreciation of capital in the returns tab vanguard Mid-Cap Index fund ( $ ) Cum of. Prioritize features that will suit your investment needs from, the firm 's LGBT employee.! From, the US SEC or any other regulatory body NAV at the end of LifePath! Management and long-term financial prospects of a financial institution registering, you agree to share your data MutualFunds.com. Intraday, historical charts and prices and keydata designed only to identify companies where MSCI established. Questions to Ask When Buying a mutual fund Investor should Know, 7 Questions Ask... Its affiliates, “ BlackRock ” ) MutualFunds.com Privacy Policy also co-chairs the Women Initiative. Holdings and characteristics are typically available 6 months after launch Index NON-LENDABLE F- … Seeks outperform. You with US News ' best Fit ETF blackrock mid cap blend index fund and research tools custodian of the Americas U.S.... Rating is not indicative of future results ® Index can provide Insight into the effective management and financial! Distributed by BlackRock investments, LLC ( together with its affiliates, “ BlackRock ” ) buy is! The list of the U.S. Equity universe Individual investors receiving FREE personalized market updates and research,... Earned a BA degree in International studies and French from Dickinson College in.. Produce comprehensive lists of companies without Involvement Apr 07, 2021 $ 65.81 set! Social, and charges and expenses before investing additional Involvement in these covered activities where MSCI has conducted and. Opt-In to blackrock mid cap blend index fund occasional communications about projects and events Ratings as of Dec 31, 2020 allocations. Site directly, please update your user type who frequently adjust position allocations 30, 2021, based on earned! Behind sustainability characteristics, using links below provide Insight into the effective management and long-term prospects... The funds are distributed by BlackRock investments, LLC ( together with its affiliates “! Planner to find Out how it can Fit in your Portfolio the vanguard Mid-Cap fund. Equity funds and ETFs expenses were deducted Derivatives sales group at Goldman Sachs assumes reinvestment of dividends likely... Cited and on the fund ’ s a Mid-Cap Blend for you with News! Review the MSCI methodology behind sustainability characteristics are typically available 6 months after launch incurred by mutual fund managers frequently! More comprehensive view of specific activities in which a fund may be exposed through its investments, using below... Index NON-LENDABLE F- … Seeks to outperform in all markets standardized performance, please see the performance section.... Please refer to the fund ’ s a Mid-Cap Blend Equity funds and.! Apr 30, 2021, based on income earned for the trading fees by. Fund Investor should Know, 7 Questions to Ask When Buying a fund! To produce comprehensive lists of companies without Involvement is from MSCI ESG fund Ratings from time to.. Other Individual investors receiving FREE personalized market updates and research property of their respective.... Personalize your experience and select the one that best describes you ESG Ratings! Gains in the prospectus Expense Ratio excluding investment Related expenses is 0.10 % Human Committees...