Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.14% 0.04% 1.205B 41106.23
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.33% 31.00% -539.36M Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation by investing in large- and mid-capitalization U.S. equities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index before including Fund expenses by optimizing for LCETR scores criteria based on proprietary BFA research. It invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in equity securities of issuers listed in the United States of America.
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 Russell 1000 TR USD
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
Russell 1000 USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Jonathan Adams 3.07 yrs
Suzanne Ly 1.73 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
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As of May 09, 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
--
--
--
--
--
-20.02%
25.39%
8.95%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
9.83%
21.70%
-4.56%
31.22%
18.37%
28.75%
-18.17%
26.19%
9.78%
22.08%
-11.88%
23.64%
29.15%
39.75%
-36.64%
17.56%
12.77%
22.90%
-3.28%
31.42%
22.10%
27.79%
-19.89%
29.79%
10.30%
21.53%
-4.88%
31.06%
20.77%
26.32%
-19.19%
26.41%
9.37%
As of May 09, 2024.

Asset Allocation

As of May 09, 2024.
Type % Net % Long % Short
Cash 0.75% Upgrade Upgrade
Stock 99.25% 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 by investing in large- and mid-capitalization U.S. equities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index before including Fund expenses by optimizing for LCETR scores criteria based on proprietary BFA research. It invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in equity securities of issuers listed in the United States of America.
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 Russell 1000 TR USD
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
Russell 1000 USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Jonathan Adams 3.07 yrs
Suzanne Ly 1.73 yrs

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