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BlackRock Sustainable Advantage Large Cap Core Fund

Shareclass
BlackRock Sustainable Adg Lg Cp Cr Instl (BIRIX)
Type
Open-end mutual fund
Sustainability mandate
Financial performance
Performance data provided byMorningstarFind more financial data on BIRIX at Morningstar.com
Current fund
BIRIX
BlackRock Sustainable Advantage Large Cap Core Fund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.06% less in annualized returns
Less invested in fossil fuels 
1.39% less invested
Lower fossil finance risk score 
15 points lower
Lower fossil insurance risk score 
10 points lower
Less invested in Clean200 
0.25% less invested
Current fund
BIRIX
BlackRock Sustainable Advantage Large Cap Core Fund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.06% less in annualized returns
Less invested in fossil fuels 
1.39% less invested
Lower fossil finance risk score 
15 points lower
Lower fossil insurance risk score 
10 points lower
Less invested in Clean200 
0.25% less invested
Current fund
BIRIX
BlackRock Sustainable Advantage Large Cap Core Fund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.06% less in annualized returns
Less invested in fossil fuels 
1.39% less invested
Lower fossil finance risk score 
15 points lower
Lower fossil insurance risk score 
10 points lower
Less invested in Clean200 
0.25% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil insurance score
This fund
BIRIX - BlackRock Sustainable Advantage Large Cap Core Fund
20%
9.86%
14%
/
13 points
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
22 points
Fund compared to benchmark
 
-0.98%
-1.09%
-0.06%
/
10 points lower
Find more financial data on BIRIX at Morningstar.com
What's next?
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