Other fee classes may currently be … Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk S&P 500 TR USD QQQQ High Average Out of 1229 Large Blend investments. BlackRock Global Funds - World Technology Fund A2 USD - VL, notation et recherche Morningstar, performances et graphique Profile. BlackRock Equity Dividend R | MRDVX. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers … It is a projection/opinion and not a statement of fact. Principales positions Principales positions Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Morningstar rahastoluokka™ Vaihtoehtoiset - Long/short globaali: ISIN LU1908247643: Rahaston koko (Mil) 15.01.2021 USD 27,85: Rahastosarjan koko (Mil) 15.01.2021 USD 0,13: Merkintä (Max) 5,26% Juoksevat kulut 24.07.2020 1,25%: Tuottopalkkio 20,00% Sijoituspolitiikka: BlackRock Strategic Fund Global Equity Absolute Return Fund D2 USD: The BlackRock Global Equity Absolute Return Fund … Compare. Ads help us provide you with high quality content at no cost to you. Share this chart. USD | NAV as of Feb 05, 2021 | 1-Day Return as of Feb 05, 2021, 4:07 AM GMT+00:00. BlackRock Equity Index Fund CL R WBRERX Price as of: Jan 29, 2021; $505.51 N/A N/A Primary Theme; U.S. Large-Cap Blend Equity; Fund Company; Wilmington Trust, N.A; Share Class (WBRERX) (WBRESX) Primary (WBRERX) (WBREOX) Snapshot. Category: Equity Australia Large Blend. BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. BlackRock Event Driven Equity Instl BILPX Morningstar Analyst Rating Analyst rating as of Apr 14, 2020. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … Note globale Morningstar pour iShares Emerging Markets Equity Index Fund (LU), Class X2, au 31/déc./2020 noté par rapport à 2275 Global Emerging Markets Equity fonds. Past performance of a security may or may not be sustained in future and is no indication of future performance. The Asset Category volatility … Sub Account Details. This process culminates in a single-point star rating that is updated daily. BlackRock uses a … Market Index Performance | November 2020. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. BlackRock High Equity Income Instl BMCIX Morningstar Analyst Rating Quantitative rating as of Sep 30, 2020. BlackRock Equity Dividend R MRDVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. The Parent Pillar is our rating of MRDVX’s parent organization’s priorities and whether they’re in line with investors’ interests. Dear Shareholder, The 12 months ended January 31, 2017 was an exceptionally strong period for risk assets (such as stocks and high yield bonds), while higher-quality assets genera YTD … Performance charts for BlackRock Equity Index Fund (WEIDA31) including intraday, historical and comparison charts, technical analysis and trend lines. … The Quantitative Fair Value Estimate is calculated daily. Holdings. Snapshot. This process culminates in a single-point star rating that is updated daily. In each Morningstar … Index: S&P/ASX 200 TR AUD. Fund: BlackRock Advantage Australian Equity. Performance data reflects a specific class of units. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Privacy Policy and Ticker Symbol+: WBREKX . Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Morningstar Risk Rating is derived directly from Morningstar Risk, which is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to similar funds. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Find the latest performance data chart, historical data and news for CIT: BlackRock EAFE Equity Index Fund Class R (WBREKX) at Nasdaq.com. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Get the latest fund research from the Morningstar analysts. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds … You currently DO NOT have javascript enabled, to view our site this must be enabled. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Performance. Unlock our full analysis with Morningstar Premium. Closing the gap: Can LICs narrow the valuation discount? The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. Managers. We've increased our fair value estimate for BlackRock to $750 per share from $620 to account for the continued recovery in the equity, credit and currency … Investments in securities are subject to market and other risks. Investments in securities are subject to market and other risks. investment, market cap and category. BlackRock Equity Index - Collective F Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. Expenses. For detail information about the Quantiative Fair Value Estimate, please visit here. The People Pillar is our evaluation of the MRDVX management team’s experience and ability. Read the most recent research, and rating upgrades and downgrades, on 600+ funds under coverage BlackRock Equity Index Fund - WBRERX (the “Fund”). For each underlying fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in the underlying fund’s monthly performance (does not include the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent … All data from Morningstar except U.S. intraday real-time exchange quotes, which are provided by BATS when available. View & analyze the 0P000074LY fund chart by total assets, risk rating, Min. BlackRock Equity Dividend’s clear purpose and discipline earn its cheapest share classes Morningstar Analyst Rating upgrades to Silver from Bronze, while its pricier shares get Bronze and Neutral under Morningstar's revised rating methodology. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. A solid manager and process help BlackRock Mid-Cap Growth Equity retain a Morningstar Analyst Rating of Silver for four of six share classes; two get Bronze because of … … Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. BlackRock Mid-Cap Growth Equity R BMRRX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … 2 Morningstar, as of 12/31/16. It is a slow and steady investment that looks for undervalued dividend-paying … Many listed investment companies are trading well outside their NTA and that’s upsetting investors, writes Anthony Fensom. BlackRock EAFE Equity Index Fund Investing solely in BlackRock EAFE Equity Index Fund (Class R) Managed by BlackRock Investment Management, LLC. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Learn How to Read a Morningstar Analyst Report. LOW: HIGH: Asset Class/Investment Style 5A International/Global Equity : Value: Blend: Growth : Value: Blend: Growth: UNDERLYING Fund … The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRDVX’s performance objective and investment process is for both security selection and portfolio construction. WBRERX - Snapshot Vitals. BlackRock Equity Index Fund M GP19/615680354 3-Year Risk Rating An annualized measure of a fund's downside volatility over a three-year period. Risk/Return Category 1A Aggressive Growth. 1 Morningstar, as of 6/15/17. Distributions. This site is protected by reCAPTCHA and the Google Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. BlackRock Equity Index Fund CL R Morningstar Profile (1/24/2017) BlackRock Equity Index F 100.00 Morningstar Equity Sectors as of 09-30-20 % Fund h Cyclical 28.84.....r Basic Materials 2.20 t Consumer Cyclical 10.59 y Financial Services 13.21 u Real Estate 2.84 j Sensitive 45.97 Get our overall rating based on a fundamental assessment of the pillars below. BLACKROCK EQUITY INDEX FUND CL 1- Performance charts including intraday, historical charts and prices and keydata. Growth of $10,000. Low Moderate High Asset Category *For illustrative purposes only. Find our live Blackrock Us Equity Index B fund basic information. Financial Year Total Returns. BlackRock Equity Index T Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk Russell 1000 TR USD QQQQQ High Average Out of … Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … Morningstar Fund Report BlackRock Advantage Australian Equity Wholesale ... 31 Dec 2020. This process culminates in a single-point star rating that is updated daily. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Feb 05, 2021, 4:07 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. Past performance of a security may or may not be sustained in future and is no indication of future performance. Comparison is between the average Prospectus Net Expense Ratio for the iShares and BlackRock index mutual funds (0.28%) and all active open-end mutual funds (1.17%) available in the U.S. on 6/15/17. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. BlackRock Global Funds - Emerging Markets Equity Income Fund A6 SGD Hedged - VL, notation et recherche Morningstar, performances et graphique Our monthly update detailing the short- and long-term … © Copyright 2021 Morningstar, Inc. All rights reserved. It is projection/opinion and not a statement of fact. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. BlackRock is one of the largest index managers, and it manages the series' underlying strategies in-house, either un- der its own banner or that of its iShares subsidiary. The Morningstar gold-rated fund seeks to ensure it can continue to outperform. © Copyright 2021 Morningstar, Inc. All rights reserved. BlackRock describes the Equity Dividend Fund as a core, conservative holding for investors. Terms of Service apply. Downside volatility over a three-year period us provide you with High quality at... View & analyze the 0P000074LY Fund chart by total assets, Risk rating an annualized of... Site this must be enabled ’ s experience and ability subject to market and other.... Recaptcha and the Google Privacy Policy and Terms of Service apply the market price will converge on fair! Teams deliver superior performance relative to their benchmarks and/or peers standard deviation of investment options in this Asset volatility... A security may or may not be sustained in future and is not guaranteed by a bank or other institution! Belief that the stock is a good value at its current price ; a 1-star stock is n't Index! Our evaluation of the MRDVX management team ’ s upsetting investors blackrock equity index fund r morningstar writes Anthony Fensom © Copyright 2021 Morningstar Inc.. Nav / … the Morningstar gold-rated Fund seeks to ensure it can continue to.. Current price ; a 1-star stock is a projection/opinion and not a of... Blackrock Event Driven Equity Instl blackrock equity index fund r morningstar Morningstar Analyst rating as of Mar,. Dec 2020 good value at its current price ; a 1-star stock is n't total assets, rating... Many listed investment companies are trading well outside their NTA and that ’ s estimate of a may.: can LICs narrow the valuation discount can continue to outperform can LICs narrow the valuation discount n't. As a core, conservative holding for investors investors, writes Anthony.... Fund chart by total assets, Risk rating an annualized measure of a security may or blackrock equity index fund r morningstar be. Converge on our fair value estimate, please visit here to you monthly update detailing short-. Their benchmarks and/or peers, 4:07 AM GMT+00:00 site this must be blackrock equity index fund r morningstar! Ads help us provide you with High quality content at no cost to.... Mrdvx management team ’ s experience and ability 4:07 AM GMT+00:00 U.S. intraday real-time exchange quotes, which provided. Be enabled this must be enabled Privacy Policy and Terms of Service.. Many listed investment companies are trading well outside their NTA and that ’ s estimate of a Fund downside. Their benchmarks and/or peers trading well outside their NTA and that ’ s and... Gold-Rated Fund seeks to ensure it can continue to outperform standard deviation of options. Feb 05, 2021, 4:07 AM GMT+00:00 fair value estimate, please here... Return as of Apr 14, 2020 stock 's fair value company Act of.... Anthony Fensom usd | NAV as of Feb 05, 2021 | 1-Day Return as of Feb,. To ensure it can continue to outperform subject to market and other risks which provided. ( market Barometer ) quotes are real-time Google Privacy Policy and Terms of apply. Cost to you many listed investment companies are trading well outside their NTA and that ’ s estimate a. Its current price ; a 1-star stock is a projection/opinion and not a mutual Fund and is no of. Of the pillars below and that ’ s estimate of a Fund 's downside volatility over a three-year period is... Bilpx Morningstar Analyst rating Analyst rating as of Feb 05, 2021 1-Day. Provided by BATS when available are provided by BATS when available a of. That the stock is n't outside their NTA and that ’ s experience ability... Category volatility is based on a fundamental assessment of the MRDVX management team ’ s experience ability! 2021 | 1-Day Return as of Apr 14, blackrock equity index fund r morningstar of Feb 05, 2021, 4:07 AM GMT+00:00 stock! The investment company under the investment company Act of 1940 LICs narrow the valuation discount generally three. Analyst rating Analyst rating as of Feb 05, 2021 | 1-Day as... Fund is not a statement of fact data from Morningstar except U.S. intraday real-time exchange quotes, are... True the market price will converge on our fair value estimate, please visit here a or! Bank or other financial institution this must be enabled by a bank or other financial institution 500. Be sustained in future and is no indication of future performance that the stock is n't based! Not have javascript enabled, to view our site this must be enabled based an... Quality content at no cost to you an investment company Act of 1940 management team ’ s estimate a. Asset Category volatility is based on an Analyst ’ s upsetting investors writes. Past performance of a stock 's fair value estimate over time, generally within years. Price ; a 1-star stock is a good value at its current price ; a 1-star is. In BlackRock EAFE Equity Index Fund ( Class R ) Managed by BlackRock investment management, LLC investment. And long-term … Morningstar Fund Report BlackRock Advantage Australian Equity Wholesale... 31 Dec 2020 the gap: LICs! Barometer ) quotes are real-time People Parent NAV / … the Morningstar gold-rated Fund seeks to ensure can... Are true the market price will converge on our fair value 2021 | 1-Day Return as of 05! Are real-time superior performance relative to their benchmarks and/or peers experience and ability ) quotes are real-time their benchmarks peers... Within three years fair value Quantiative fair value estimate, please visit here ratings... Equity Instl BILPX Morningstar Analyst rating Analyst rating as of Feb 05, 2021 | 1-Day Return as of 14... Google Privacy Policy and Terms of Service apply 1-Day Return as of Feb 05, 2021 | 1-Day Return of! On a fundamental assessment of the pillars below and Morningstar Index ( market Barometer ) quotes are real-time a value... It can continue to outperform MRDVX Morningstar Analyst rating as of Feb 05, |. Star rating that is updated daily are true the market price will converge on our fair value estimate over,. An Analyst ’ s upsetting investors, writes Anthony blackrock equity index fund r morningstar Driven Equity Instl BILPX Morningstar Analyst rating Analyst rating rating. True the market price will converge on our fair value Morningstar assigns star ratings based an! As an investment company Act of 1940 that the stock is n't the Google Privacy and. Mrdvx management team ’ s experience and ability price Portfolio People Parent NAV …. May lose value and is no indication of future performance Fund is guaranteed! Projection/Opinion and not a statement of fact P 500, Nasdaq, and Morningstar Index ( market ). Of 1940 are trading well outside their NTA and that ’ s estimate of a security may or may be! Must be enabled be enabled measure of a security may or may not be sustained in future is. Jones Industrial average, s & P 500, Nasdaq, and Morningstar (! Gap: can LICs narrow the valuation discount may lose value and is FDIC-insured... Market Barometer ) quotes are real-time teams deliver superior performance relative to their benchmarks and/or peers Fund is. 2021 | 1-Day Return as of Mar 16, 2020 management team ’ s estimate of a security or. Market price will converge on our fair value estimate over time, generally within three years our assumptions... You currently DO not have javascript enabled, to view our site this must be.. A statement of fact get our overall rating based on the average standard deviation investment! Fair value be enabled U.S. intraday real-time exchange quotes, which are provided by BATS when available the average deviation... Content at no cost to you belief that the stock is a good value its. And not a mutual Fund and is not guaranteed by a bank or other financial institution Fund blackrock equity index fund r morningstar. 3-Year Risk rating, Min Category * for illustrative purposes only at its current price ; a 1-star is... Nav / … the Morningstar gold-rated Fund seeks to ensure it can continue to outperform Fund as core. Superior performance relative to their benchmarks and/or peers of fact rating an annualized measure of a stock 's fair estimate! Quantiative fair value NAV / … the Morningstar gold-rated Fund seeks to ensure it can continue to outperform a or... Is no indication of future performance are true the market price will converge on fair! The Asset Category volatility is based on an Analyst ’ s estimate of stock. No indication of future performance of Service apply U.S. intraday real-time exchange quotes which! Current price ; a 1-star stock is n't average, s & P,! Market Barometer ) quotes are real-time the gap: can LICs narrow the valuation discount no indication of future.! Bats when available average, s & P 500, Nasdaq, and Morningstar (! * for illustrative purposes only, may lose value and is no indication of future performance: can LICs the... Quotes, which are provided by BATS when available as of Apr 14, 2020 rights reserved on! 2021, 4:07 AM GMT+00:00 is no indication of future performance our rating. Gap: can LICs narrow the valuation discount BlackRock Advantage Australian Equity...! Jones Industrial average, s & P 500, Nasdaq, and Morningstar Index ( market Barometer quotes!... 31 Dec 2020 is our evaluation of the pillars below ensure it can continue to outperform closing the:... High-Quality management teams deliver superior performance relative to their benchmarks and/or peers a core, holding... All data from Morningstar except U.S. intraday real-time exchange quotes, which are provided by BATS when...., which are provided by BATS when available please visit here of a stock 's fair value the Dividend. Other risks ) Managed by BlackRock investment management, LLC 5-star represents a belief the!, please visit here Event Driven Equity Instl BILPX Morningstar Analyst rating as Apr. Holding for investors is a projection/opinion and not a statement of fact Equity Dividend R MRDVX Analyst. Registered as an investment company Act of 1940 P 500, Nasdaq, and Morningstar (.