Morningstar

BlackRock Sustainable Aware Advantage Large Cap Core Fund Institutional Shares BIRIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 25.90  /  +0.77 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 0.60%
  • Turnover 115%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:00 AM GMT+0

Morningstar’s Analysis BIRIX

Will BIRIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BIRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Sust Awr Advtg Lg Cp Cr Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BIRIX

More BIRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.00 86M
Technology

Apple Inc

6.30 78M
Technology

Microsoft Corp

5.20 64M
Technology

Amazon.com Inc

3.54 44M
Consumer Cyclical

Alphabet Inc Class A

3.17 39M
Communication Services

Alphabet Inc Class C

2.47 30M
Communication Services

Broadcom Inc

2.38 29M
Technology

Meta Platforms Inc Class A

1.68 21M
Communication Services

Chevron Corp

1.66 20M
Energy

Micron Technology Inc

1.49 18M
Technology

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