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. Get BlackRock Income Fund Class K Shares (BMSKX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. 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. Her last role at Mellon Capital was leading the active fixed income team, with investment strategies ranging from hedge funds to actively managed ETFs. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Javascript is required. Net Expense Ratio excluding Investment Related Expenses is 0.50%. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. 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. ©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. 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 metrics are based on MSCI ESG Fund Ratings 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. Those distributions temporarily cause extraordinarily high yields. Performance for other share classes will vary. 50% MSCI World Ind(Net TR)/50% Bar US Agg Ind, Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES ownership in RELX / RELX PLC. She served as a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge Fund and the Mellon Global Fixed Income Hedge Fund. 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. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. 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. Source: Lipper. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 458, 4,536, 462, 233 and 462 Funds, respectively in Lipper's Flexible Portfolio Funds classification. Get BlackRock China A Opportunities Fund Class K (CHKLX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. 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. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Learn about a low-cost approach to balance diversification, risk and return. 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. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause Analyst expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. For the latest month-end Distribution Yield, click here. 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 … Prior to joining BGI, Mr. Chung was a Senior Manager within the Portfolio Management and Analytics Group at American Express. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. (Effective Jan 06, 2021). Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. Class X shares are only available to institutional investors within the meaning of article 174 of the 2010 law on undertakings for collective investment, as amended and who have entered into a separate agreement with the relevant entity of the BlackRock group. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Below investment-grade is represented by a rating of BB and below. Investing involves risk, including possible loss of principal. 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 … Fewer than 10% of US open-end funds hold medalist ratings. Ms. O'Connor was named one of the 50 leading women in hedge funds by the Hedge Fund Journal in 2015. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. I consult or invest on behalf of a financial institution. 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%. 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. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. The fund is actively managed and its characteristics will vary. A professionally managed portfolio of diversified investments that adjusts over time. View & analyze the BRHYX fund chart by total assets, risk rating, Min. Read the prospectus carefully before investing. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. View & analyze the LIMKX fund chart by total assets, risk … The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. He also manages decumulation strategies designed for investors in retirement. I consult or invest on behalf of a financial institution. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). View & analyze the CCBBX fund chart by total assets, risk rating, Min. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, 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 registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Visit your brokerage today to see how you can get started. He began his career as an analyst with J.P. Morgan. Morningstar has awarded the Fund a Silver medal. LifePath Index is 1 of only 2 Morningstar gold rated target date funds. Get BlackRock Core Bond Portfolio Class K (CCBBX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. Discuss with your financial planner today. 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. Performance chart data not available for display. Mr. Fredericks joined BlackRock in 2011 from JPMorgan Asset Management where he was an Executive Director and portfolio manager in the Global Multi-Asset Group (GMAG) responsible for retail asset allocation solutions. Investing involves risk, including possible loss of principal. Visit your brokerage today to see how you can get started. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. As a Senior Portfolio Manager within the Multi-Asset Strategies & Solutions (MASS) group Mr. Chung is responsible for the design, implementation, and oversight of multi-asset Defined Contribution and 529 strategies. Find real-time MPHQX - BlackRock Total Return Fund Class K Shares stock quotes, company profile, news and forecasts from CNN Business. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). 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. 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 … Read the prospectus carefully before investing. Source: Lipper. Find our live Blackrock Core Bond Portfolio Class K fund basic information. BlackRock Core Bond Portfolio Class K. Actions. Asset allocation strategies do not assure profit and do not protect against loss. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. Expense . 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. 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. 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. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. These risks may be heightened for investments in emerging markets. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. Javascript is required. Head of Asset Allocation and Custom Strategies for LifePath, Head of Americas ETF and Index Investment, Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. Performance for other share classes will vary. Interactive chart displaying fund performance. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. 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. 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. All other marks are the property of their respective owners. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 137, 4,536, 137, 79 and 137 Funds, respectively in Lipper's Mixed-Asset Target Today Funds classification. Discuss with your financial planner today. 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. For standardized performance, please see the Performance section above. Read the prospectus carefully before investing. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Learn about MKDVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Had sales charge been included, returns would have been lower. 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. ©2020 BlackRock, Inc. All rights reserved. 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. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. BlackRock funds are also available through certain brokerage accounts. BlackRock Total Return’s approach combines rigor and out-of-the-box thinking. He also managed volatility control strategies, and a multi-asset real return portfolio.  She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. BLACKROCK EUROFUND CLASS K- Performance charts including intraday, historical charts and prices and keydata. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. ©2020 BlackRock, Inc. All rights reserved. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. BlackRock Short Obligations Fund Class K. Actions. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. To reach a different BlackRock site directly, please update your user type. To Morningstar category peers for active funds having Involvement in these covered activities where MSCI not... Property of their respective owners rise, there is a float-adjusted, capitalization-weighted index of blackrock class k 800 smallest issuers the... Fees and other expenses were deducted Global investment manager and fiduciary to our clients, purpose. 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