BlackRock Sustainable Advantage Large Cap Core Fund
Shareclass
BlackRock Sustainable Adg Lg Cp Cr Instl (BIRIX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 404 out of 2,548 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BlackRock Sustainable Advantage Large Cap Core Fund BIRIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. General Mills Inc0.46% of assets$5.93M invested
- 2. Procter & Gamble Co0.61% of assets$7.84M invested
- 3. Bank of America Corp0.99% of assets$12.74M invested
- 4. Boston Scientific Corp0.73% of assets$9.32M invested
- 5. General Electric Co0.9% of assets$11.57M invested
- 6. Wells Fargo & Co0.3% of assets$3.87M invested
- 7. Uber Technologies Inc0.12% of assets$1.56M invested
- 8. JPMorgan Chase & Co0.03% of assets$340,002 invested
- 9. Mastercard Inc Class A1.96% of assets$25.16M invested
- 10. HubSpot Inc0.1% of assets$1.23M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Old Dominion Freight Line Inc Ordinary Shares0.16% of assets$2.04M invested
- 2. Heico Corp Class A0.32% of assets$4.12M invested
- 3. Heico Corp0.02% of assets$299,915 invested
- 4. Lennar Corp Class A0.17% of assets$2.25M invested
- 5. Builders FirstSource Inc0.26% of assets$3.35M invested
- 6. Berkshire Hathaway Inc Class B0.7% of assets$9.01M invested
- 7. AutoNation Inc0.1% of assets$1.3M invested
- 8. Flowserve Corp0.04% of assets$502,240 invested
- 9. CrowdStrike Holdings Inc Class A0.03% of assets$414,180 invested
- 10. Otis Worldwide Corp Ordinary Shares0.79% of assets$10.2M invested
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Financial performance
Performance data provided by
Find more financial data on BIRIX at Morningstar.com
Find more financial data on BIRIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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