BIRKX – BlackRock Sust Awr Advtg Lg Cp Cr K Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return while seeking to maintain certain environmental, social and governance (“ESG”) characteristics and climate risk exposure relative to the fund’s benchmark. 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 large cap equity securities and derivatives that provide investment exposure to such securities or to one or more market risk factors associated with such securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BIRIX	BlackRock Sustainable Aware Advantage Large Cap Core Fund Institutional Shares	Institutional	Open			Oct 5, 2015	$476.23M	0.480%	Below Average	$2M	$13.25M
BIRAX	BlackRock Sustainable Aware Advantage Large Cap Core Fund Investors A Shares	Front Load	Open			Oct 5, 2015	$261.20M	0.730%	Low	$1,000	$18.17M
BIRCX	BlackRock Sustainable Aware Advantage Large Cap Core Fund Investors C Shares	Level Load	Open			Oct 5, 2015	$13.37M	1.480%	Below Average	$1,000	−$6.26M
BIRKX	BlackRock Sustainable Aware Advantage Large Cap Core Fund Class K	Retirement, Large	Open			Mar 28, 2016	$514.32M	0.430%	Low	$5M	$54.16M

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