BlackRock Large Cap Core Plus Instl

The investment seeks long-term capital growth.
The fund establishes long and short positions in a diversified portfolio of equity securities issued primarily by large cap companies located in the United States. Large cap companies are companies that at the time of purchase have a market capitalization equal to or greater than the top 80% of the companies that comprise the Russell 1000® Index. The fund normally invests at least 80% of its net assets in equity securities, primarily common stock, of large cap companies that BlackRock selects from those that are, at the time of purchase, included in the fund's benchmark, the Russell 1000® Index.

Key stats

Management firm  BlackRock
Domicile  United States
Fund Administrator  BlackRock Advisors LLC
Global Branding Name  BlackRock
Fund currency  USD
Launch Date  2007-12-19
ISIN  US09250J7349
SEDOL  B2B2TS9
Manager 1 Name  Peter Stournaras
Manager 2 Name  Christopher Leavy
Fund Strategy  Large Blend
Benchmark  Russell 1000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  0.21%
Return - 2 Months  2.65 %
Return - 3 Months  1.13%
Return - 6 Months  2.14 %
Return - 9 months  14.98 %
Return - 12 Months  20.69%
Annualized return 24 months  20.55 %
Annualized return 36 months  12.04 %
Annualized return 48 months  18.59 %
Annualized return 60 months  16.81 %
Return 120 months  0.00 %
Annualized return since Inception  6.03%
Return YTD  2.14%

Ratings

Morning Star Rating Date   2014-06-30
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Initial  0.00 %
Minimum Investment  $2,000,000
Maximum Managment Charge  1.20 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  BlackRock Funds
Contact Address 2  P.O. Box 9819
Contact city  Providence
Contact country  United States
Fund Admin Group  BlackRock
Web Address  www.blackrock.com
Email contact  funds@blackrock.com
Custodian  Brown Brothers Harriman & Co.
Phone  800-441-7762

Price

Last Price Date  2014-07-17
Pre-tax nav  14.49
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.21
Price change (percentage)  -1.43 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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