Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.42% 0.05% 5.526M 354.70
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. 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 U.S.‑listed equity securities and derivatives that have similar economic characteristics to such securities. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name BlackRock
Prospectus Benchmark Index
MSCI USA NR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Jonathan Adams 0.10 yrs
Lisa O'Connor 0.10 yrs
Michael Gates 0.10 yrs
Michele Freed 0.10 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 16, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
11.66%
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26.79%
11.56%
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13.56%
21.70%
-4.56%
31.22%
18.37%
28.75%
-18.17%
26.19%
11.58%
22.90%
-3.28%
31.42%
22.10%
27.79%
-19.89%
29.79%
12.27%
As of May 16, 2024.

Asset Allocation

As of May 16, 2024.
Type % Net % Long % Short
Cash 0.69% Upgrade Upgrade
Stock 99.30% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. 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 U.S.‑listed equity securities and derivatives that have similar economic characteristics to such securities. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name BlackRock
Prospectus Benchmark Index
MSCI USA NR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Jonathan Adams 0.10 yrs
Lisa O'Connor 0.10 yrs
Michael Gates 0.10 yrs
Michele Freed 0.10 yrs

Top Portfolio Holders

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