Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 25 of 46 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Advantage Global Fund, Inc.Investor A Shares | MDGCX | Global Large-Stock Blend | 17.20% | 6 | 0.960% | Low | Front Load | $1,000 | ||
| BlackRock Advantage Large Cap Core Fund Institutional Shares | MALRX | Large Blend | 17.69% | 6 | 0.480% | Below Average | Institutional | $2M | ||
| BlackRock LifePath® Dynamic Retirement Fund Investor A Shares | LPRAX | Target-Date Retirement | 5.68% | 6 | 0.840% | High | No Load | $1,000 | ||
| BlackRock New York Municipal Opportunities Fund Class K | MKNKX | Muni New York Long | — | 0.08% | 1 | 0.460% | Below Average | Retirement, Large | $5M | |
| BlackRock Global Equity Market Neutral Fund A Shares | BDMAX | Equity Market Neutral | 17.94% | 10 | 1.590% | Average | Front Load | $1,000 | ||
| BlackRock LifePath® Index 2060 Fund Class K Shares | LIZKX | Target-Date 2060 | 12.78% | 8 | 0.090% | Low | Retirement, Large | $5M | ||
| BlackRock High Yield Portfolio Fund Class K | BRHYX | High Yield Bond | — | 1.08% | 39 | 0.470% | Low | Institutional | $5M | |
| BlackRock Global Equity Market Neutral Fund C Shares | BDMCX | Equity Market Neutral | 17.35% | 12 | 2.310% | Above Average | Level Load | $1,000 | ||
| BlackRock LifePath® Index 2055 Fund Institutional Shares | LIVIX | Target-Date 2055 | 12.57% | 11 | 0.140% | Low | Institutional | $2M | ||
| BlackRock Advantage Global Fund, Inc.Class R | MRGSX | Global Large-Stock Blend | 16.97% | 7 | 1.210% | Below Average | Retirement, Medium | $100 | ||
| BlackRock Global Equity Market Neutral Fund Institutional Shares | BDMIX | Equity Market Neutral | 18.24% | 8 | 1.340% | Above Average | Institutional | $2M | ||
| BlackRock LifePath® Dynamic Retirement Fund Class K Shares | LPSAX | Target-Date Retirement | 6.13% | 1 | 0.340% | Average | Retirement, Large | $5M | ||
| BlackRock LifePath® Dynamic 2060 Fund Institutional Shares | LPDIX | Target-Date 2060 | 13.51% | 2 | 0.590% | Above Average | Institutional | $2M | ||
| BlackRock Advantage Global Fund, Inc.Class K | MKGCX | Global Large-Stock Blend | 17.50% | 4 | 0.660% | Below Average | Retirement, Large | $5M | ||
| iShares U.S. Intermediate Credit Bond Index Fund | — | Intermediate Core Bond | −0.34% | 8 | 0.000% | Low | No Load | $0 | ||
| BlackRock Advantage SMID Cap Fund, Inc.Institutional Shares | MASPX | Small Blend | 18.99% | 21 | 0.480% | Low | Institutional | $2M | ||
| BlackRock LifePath® Dynamic 2050 Fund Class K Shares | LPSGX | Target-Date 2050 | 12.94% | 5 | 0.340% | Below Average | Retirement, Large | $5M | ||
| BlackRock Advantage Global Fund, Inc.Institutional Shares | MAGCX | Global Large-Stock Blend | 17.47% | 5 | 0.710% | Below Average | Institutional | $2M | ||
| BlackRock LifePath® Dynamic 2065 Fund Class K Shares | LPWKX | Target-Date 2065 | 13.74% | 1 | 0.340% | Below Average | Retirement, Large | $5M | ||
| BlackRock LifePath® Dynamic 2060 Fund Class K Shares | LPDKX | Target-Date 2060 | 13.81% | 1 | 0.340% | Below Average | Retirement, Large | $5M | ||
| BlackRock Sustainable Aware Advantage Large Cap Core Fund Institutional Shares | BIRIX | Large Blend | 15.92% | 12 | 0.480% | Below Average | Institutional | $2M | ||
| BlackRock Tactical Opportunities Fund Service Shares | PCBSX | Macro Trading | 16.84% | 16 | 0.970% | Below Average | No Load | $5,000 | ||
| BlackRock LifePath Index 2065 Fund Institutional Shares | LIWIX | Target-Date 2065 | 12.74% | 11 | 0.140% | Low | Institutional | $2M | ||
| BlackRock Advantage Large Cap Core Fund Investor A Shares | MDLRX | Large Blend | 17.41% | 8 | 0.730% | Low | Front Load | $1,000 | ||
| BlackRock LifePath® Index 2060 Fund Institutional Shares | LIZIX | Target-Date 2060 | 12.74% | 12 | 0.140% | Low | Institutional | $2M |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.