Nasdaq - Delayed Quote USD

BlackRock Sustainable US Growth Eq Ins (BESGX)

9.67 +0.16 (+1.68%)
As of 8:05 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund seeks to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. Generally, the fund will invest in equities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in, the Russell 1000® Growth Index. The fund is non-diversified.

BlackRock Sustainable US Growth Eq Ins

Wilmington DE 19809
100 Bellevue Parkway

Fund Overview

Category Large Growth
Fund Family BlackRock
Net Assets 5.1M
YTD Return 10.32%
Yield 0.00%
Morningstar Rating --
Inception Date Oct 18, 2021

Fund Operations

Last Dividend 0.00
Last Cap Gain -31.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense BESGX Category Average
Annual Report Expense Ratio (net) 0.92% 0.99%
Prospectus Net Expense Ratio 0.92% --
Prospectus Gross Expense Ratio 8.17% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Director of BlackRock, Inc. since 2020; Vice President of BlackRock, Inc. from 2016 to 2020; prior to joining BlackRock, Inc., Ms. Bottinelli was an Equity Research Associate at J.P. Morgan.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers