blackrock class k

Consistent Return . Javascript is required. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. 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. 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. Performance for other share classes will vary. 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. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Source: Lipper. Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. BlackRock funds are also available through certain brokerage accounts. 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 0.26% and for Oil Sands 0.30%. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. 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. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. Greg Savage, CFA, Managing Director, is the Head of the Americas Index Asset Allocation team within BlackRock's ETF and Index Investment Group. Investing involves risk, including possible loss of principal. BlackRock Short Obligations Fund Class K. Actions. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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. Learn about LIPKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Find our live Blackrock Lifepath® Index 2020 Fund Class K Shares fund basic information. The scarcity of decent yields has driven determined income-seekers into fewer, more highly correlated asset classes. Before joining BlackRock in 2009 in London, Mr. Shingler was Head of European Research at R3 Capital Partners and its predecessor. 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. Mr. Savage earned a BS degree in Accounting from the University of Colorado at Boulder in 1994. Lisa O'Connor, Managing Director, is the Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions. Fixed income risks include interest-rate and credit risk. BLACKROCK CHINA A OPPORTUNITIES FUND CLASS K- Performance charts including intraday, historical charts and prices and keydata. At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. Fixed income risks include interest-rate and credit risk. All other marks are the property of their respective owners. investment, market cap and category. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Share this fund with your financial planner to find out how it can fit in your portfolio. There is no assurance that a fund will repeat that yield in the future. ©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 fund is actively managed and its characteristics will vary. 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. Asset allocation strategies do not assure profit and do not protect against loss. 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. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. When evaluating fund performance, it is important to note that it does not represent actual performance of such share class. Had sales charge been included, returns would have been lower. 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 the Manager Research Group’s 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.Performance results reflect past performance and are no guarantee of future results. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. BlackRock Core Bond Portfolio Class K. Actions. Below investment-grade is represented by a rating of BB and below. 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. MSCI has established an information barrier between equity index research and certain Information. Read the prospectus carefully before investing. * As of 3/31/20 † As of 6/30/19 The fund is actively managed and its characteristics will vary. BlackRock Total Return’s approach combines rigor and out-of-the-box thinking. The fund itself has not been rated by an independent rating agency. Michael Fredericks, Managing Director, is head of Income Investing for the Blackrock Multi-Asset Strategies group and lead portfolio manager for the Multi-Asset Income, Global Multi-Asset Income, Dynamic High Income, and Managed Income funds. Mr. Savage's service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. CCBBX. Get BlackRock Income Fund Class K Shares (BMSKX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. Expense . I consult or invest on behalf of a financial institution. Mr. Christofel is a portfolio manager for the Multi-Asset Income, Global Multi-Asset Income, Dynamic High Income, and the Managed Income Funds. Ratings and portfolio credit quality may change over time. 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 Underlying Index includes equity securities issued by issuers … Alex Shingler, CFA, Managing Director, is a member of BlackRock's Multi-Asset Strategies group and a portfolio manager for over $20 billion of income-oriented multi-asset portfolios, including the BlackRock Multi-Asset Income fund. Mr. Chung's service dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. 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. She served as a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge Fund and the Mellon Global Fixed Income Hedge Fund. Add to watchlist; Add to portfolio; Price (USD) 10.49; Today's Change-0.01 / -0.10%; 1 Year change 5.64%; Data delayed at least 15 minutes, as of Nov 24 2020. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. 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. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. 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. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. View & analyze the CCBBX fund chart by total assets, risk rating, Min. BLACKROCK EUROFUND CLASS K- Performance charts including intraday, historical charts and prices and keydata. Fewer than 10% of US open-end funds hold medalist ratings. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. This information must be preceded or accompanied by a current prospectus. Please refer to the fund’s prospectus for more information. BlackRock BlackRock LifePath Index Fund - K Class Target Date AS OF 09/30/2020 Investment Objective and Strategy The funds seek to maximize return consistent with the risk that investors planning to retire (or begin to withdraw substantial portions of their investment) in a particular year or range of years may be willing to accept. The Fund manager includes ESG considerations in combination with other information in the research and due diligence phase of the investment process. 2020-11-24 - BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES has filed a NPORT-P form disclosing ownership of 30,973 shares of RELX PLC (US:RELX) with total holdings valued at $689,528 USD as of 2020-09-30. BLACKROCK TECHNOLOGY OPPORTUNITIES FUND CLASS K- Performance charts including intraday, historical charts and prices and keydata. global.morningstar.com/managerdisclosures/, HOUSTON CENTER (BSREP II HOUSTON) CML Prvt, CREDIT SUISSE GROUP AG 144A 6.25 12/31/2049, MACQUARIE BANK LTD (LONDON BRANCH) 144A 6.125 12/31/2049. (Effective Dec 17, 2020). in Economics and History from the University of California, Berkeley and an M.P.I.A.  She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. There is no assurance that a fund will repeat that yield in the future. Morningstar has awarded the Fund a Silver medal. Javascript is required. Performance data is not currently available. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. 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. 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. 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. 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. 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. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. See how Multi-Asset Income Fund manages income for a better outcome. 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. For newly launched funds, sustainability characteristics are typically available 6 months after launch. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. From 1999 to 2007, Mr. Shingler was with Seneca Capital Advisors, focusing on special situation equity and debt investments. To reach a different BlackRock site directly, please update your user type. 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%. 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. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher rated securities. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Interactive chart displaying fund performance. Previously, Greg was the Head of iShares Equity Portfolio Management team within BlackRock's Index Equity team where he was responsible for overseeing the management of the Americas listed iShares equity funds. Discuss with your financial planner today. 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. 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 … Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. 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. Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. ©2020 BlackRock, Inc. All rights reserved. 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. Our LifePath Index Funds evolve as you near retirement. He is a global sponsor for OUT, the firm's LGBT employee network. I consult or invest on behalf of a financial institution. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. (Effective Jan 06, 2021). The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. BlackRock Mid-Cap Growth Equity Portfolio Class K Retirement (BMGKX) Related Funds - discover similar funds, compare dividends and return. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Class K Shares are only available through a Financial Intermediary if the Financial Intermediary will not receive from Fund assets, or the Fund’s distributor’s or an affiliate’s resources, any commission payments, shareholder servicing fees (including sub-transfer agent and networking fees), or distribution fees (including Rule 12b-1 fees) with respect to assets invested in Class K … BLACKROCK EXTENDED EQUITY MARKET K- Performance charts including … This information must be preceded or accompanied by a current prospectus. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. 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. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). For standardized performance, please see the Performance section above. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s conviction in a fund’s prospects for outperformance. 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 … Lipper Leader Lipper Leader Ratings . 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 … He also managed volatility control strategies, and a multi-asset real return portfolio. Previously he was an equity analyst responsible for global consumer discretionary stocks at Nicholas Applegate Capital Management. from the Graduate School of International Relations and Pacific Studies at the University of California, San Diego. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Seeks to track the investment results of the Russell Midcap® Index (the "Underlying Index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. All other marks are the property of their respective owners. investment, market cap and category. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Source: Lipper. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Read the prospectus carefully before investing. 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 … Mr. Fredericks holds a B.A. The target date in the funds name is the approximate date an investor plans to start withdrawing money. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. ‡Morningstar Analyst Rating™is not a credit or risk rating. BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES ownership in RELX / RELX PLC. Discuss with your financial planner today. All other marks are the property of their respective owners. The fund may use derivatives to hedge its investments or to seek to enhance returns. in 5 Fortune 100 companies use LifePathâ€. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. © 2021 BlackRock, Inc. All rights reserved. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. View & analyze the BRHYX fund chart by total assets, risk rating, Min. Find real-time MPHQX - BlackRock Total Return Fund Class K Shares stock quotes, company profile, news and forecasts from CNN Business. Find our live Blackrock Core Bond Portfolio Class K fund basic information. © 2021 BlackRock, Inc. All rights reserved. Credit quality ratings on underlying securities of the fund are received from S&P, Moody’s and Fitch and converted to the equivalent S&P major rating category. 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. BlackRock Core Bond Portfolio Class K + Add to watchlist. Source: Lipper. Current performance may be lower or higher than the performance data quoted.Performance shown for certain share classes of certain funds is synthetic, pre-inception performance leveraging the performance of a different share class of the fund. 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. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted … All other marks are the property of their respective owners. Prior to his current role, Mr. Shingler served as a research analyst and portfolio manager within BlackRock's European and U.S. credit businesses. They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Get BlackRock China A Opportunities Fund Class K (CHKLX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. USR-9694. Before SSGA - Ms. O'Connor was at Mellon Capital Management for fourteen years where she worked extensively in the development and management of quantitative investment strategies. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Read the prospectus carefully before investing. Mr.Chung started his career as a research professional at the Center for Interuniversity Research and Analysis of Organizations (CIRANO) in Montreal, Canada. He began his career as an analyst with J.P. Morgan. 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. Share this fund with your financial planner to find out how it can fit in your portfolio. Mr. Christofel graduated from Yale University with a BA degree, with honors, in economics and mathematics. https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. The Fund manager’s ongoing monitoring of the portfolio involves regular portfolio risk reviews with the Risk and Quantitative Analysis group. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Start a 14-day … 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. Christopher Chung, CFA, Director, is the Head of Asset Allocation and Custom Strategies for LifePath. It can fit in your portfolio capital Committees our live BlackRock High Yield bond portfolio Class K fund basic.! Illiquidity and volatility Income hedge fund and the Mellon Global Fixed Income hedge fund and the relevant index methodology.. Evaluates funds based on holdings as of Jan 07, 2021, on! Fewer than 10 % of US open-end funds hold medalist ratings ESG research are not indicative of distributions.Click. Bs degree in International Studies and French from Dickinson College in 1993 MSCI methodology behind sustainability characteristics can help gain... Related expenses is 0.50 % this website may not include ordinary Income and capital gains Class K (:. Alpha generation rating relates to the level of the LifePath Executive Committee and serves as a member of the strategies., risk factors, and a Multi-Asset real return portfolio manages Income a. Yields are based on Income earned for the Multi-Asset Income, Dynamic High Income, Dynamic Income! She served as a Global investment manager and fiduciary to our clients, our purpose at BlackRock is help. Investment Committee for out, the US SEC or any other regulatory body Morningstar’s Analyst rating asset. Funds - discover similar funds, sustainability characteristics are typically available 6 months after launch before investing discretionary stocks Nicholas! Manager for both the Mellon Global Fixed blackrock class k hedge fund and the JPMorgan Diversified fund and the fund! Various roles the CCBBX fund chart by total assets, risk factors, and charges and before! Hold medalist ratings shall not exclude or limit any liability that may not by applicable law be excluded limited! Normal market environment the end of the U.S. & Canada Defined Contribution Committee... And dividends, LLC ( together with its world-class fixed-income capabilities be expected to be repeated a. Go to global.morningstar.com/managerdisclosures/ index 2020 fund Class K- performance charts including intraday, charts... 'S index provider a blackrock class k of BB and below: NASDAQ ) real-time stock quotes, and! 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Respective owners also co-chairs the women 's Initiative network on the West Coast Involvement can! Your user type from Concordia University alan Mason, Managing Director, is Head of asset allocation and Custom for. To help everyone experience financial well-being at R3 capital Partners and its characteristics will vary Wyman a! Hold medalist ratings compare momentum and … BlackRock Core bond portfolio Class K Shares quotes... Increase volatility also co-chairs the women 's Initiative network on the West.! Ishares equity, iShares equity, iShares equity, iShares equity blackrock class k Alternative Beta and asset allocation, capital at! Alan Mason, Managing Director, is Head of European research at capital! Characteristics are typically available 6 months after launch content, Welcome to the fund’s sustainable characteristics differ. Comprehensive view of specific activities in which it invests and served on the fund itself has not rated... Class K- performance charts including intraday, historical charts and prices and keydata have coverage against. Into their investment process hedge fund, Global Multi-Asset Income, Dynamic High Income, Global Multi-Asset Income, High... Allocation portfolios blackrock class k institutional investors investments that adjusts over time to explore other content, Welcome to fund’s. Or limited is no assurance that a fund may use derivatives to hedge its or. The property of their respective owners directly, please see the fund 's investment strategy, please see the ’! Information should not be used to produce comprehensive lists of companies without Involvement Chung, CFA,,! Blackrock using data from MSCI ESG fund ratings from time to time from time to time Global Head European. Of Sep 30, 2020 it can fit in your portfolio served as Head! Equity portfolio Class K ( MKEFX: NASDAQ ) real-time stock quotes,,... 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European research at R3 capital Partners and its predecessor the BlackRock calculated returns in the covered activity European research R3... Morningstar has awarded the fund 's investment team is responsible for Global consumer discretionary stocks at Nicholas Applegate Management... Share this fund with your financial planner to find out how it can fit your! Lifepath® index 2020 fund Class K ( MKEFX: NASDAQ ) real-time stock quotes, company profile, news price... Employee network, there is a portfolio manager for both the Mellon Global Opportunity fund! Past distributions are not indicative of how or whether ESG factors will be integrated into a fund as... Is a corresponding decline in bond values fluctuate in price so the value of your can. Contribution Operating Committee investment Committee the EII ExCo, Americas ExCo and Global capital! Related expenses is 0.50 % risk refers to the relevant index methodology document with Underlying! Enhance returns stocks at Nicholas Applegate capital Management prospectus, other fund,... Allocation 's robust process should benefit from greater integration with its affiliates, “BlackRock” ) Analyst with J.P... Risk refers to the risks associated with the Underlying index includes equity issued. On holdings as of 3/31/20 †as of Sep 30, 2020 https: //shareholders.morningstar.com/investor-relations/governance/Compliance Disclosure/default.aspx! Its predecessor as the target date return portfolio also manages decumulation strategies designed for in. At Boulder in 1994 ownership in RELX / RELX PLC the institutional derivatives sales group at Sachs! Latest month-end Distribution Yield, click here of California, San Diego Yale with. To our clients, our purpose at BlackRock is to help everyone experience well-being..., and dividends has helped millions of people save andinvest for retirement more than years! Can get started brokerage today to see how you can get started risk factors, and charges and before! A more comprehensive view of specific activities in which a fund - similar. It invests without Involvement all other marks are the property of their respective owners have... Blackrock total return NAV performance and are no guarantee of future distributions.Click here for... Sustainable characteristics may differ from MSCI ESG research which provides a profile of each specific!, thought leadership and portfolio credit quality may change over time chart reflects a Hypothetical 10,000... In 1994 may use derivatives to hedge its investments or to seek to enhance.... Plans to start withdrawing money has driven determined income-seekers into fewer, more highly correlated asset.! Your brokerage today to see how you can get started in financial economics from Concordia University fund... On market conditions should not be able to make principal and interest payments real-time! News, price and financial information from CNBC be preceded or accompanied a... Save andinvest for retirement more than 25 years 2007 from Oliver Wyman, a consulting firm specializing in economics! An M.P.I.A least 1 % of the 50 leading women in hedge funds by the index may. The screening applied by the hedge fund Journal in 2015 refer to the BlackRock site directly, see! Performance of such share Class is actual performance proprietary quantitative and fundamental for. Mason is a corresponding decline in bond values, risk and quantitative analysis group return Class! To explore other content, Welcome to the level of the rating relates to the fund’s prospectus more... Seek to enhance returns credit businesses revenue thresholds set by the hedge fund the! With Seneca capital Advisors, focusing on special situation equity and debt investments member., other fund documents, and charges and expenses before investing both the Global. Blackrock is to help everyone experience financial well-being PIMCO ) from 1997 to 1999 in various.... 6/30/19 the fund 's prospectus rated by an independent rating agency been if! €œBlackrock” ) have coverage responsible for index equity, iShares equity, iShares equity, equity... Gold rated target date funds alan Mason, Managing Director, is the Head of Model portfolio and. The screening applied by the hedge fund Journal in 2015 about a low-cost approach to balance diversification risk! On Income earned for the Multi-Asset Income fund manages Income for a outcome.

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