Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
BlackRock Mutual Funds
View all of BlackRock’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
BlackRock Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 25 of 27 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock 40/60 Target Allocation Instl | BIMPX | Moderately Conservative Allocation | 5.44% | 13 | 0.270% | Low | Institutional | $2.0 Mil | ||
| BlackRock 80/20 Target Allocation Instl | BIAPX | Moderately Aggressive Allocation | 11.06% | 11 | 0.310% | Low | Institutional | $2.0 Mil | ||
| BlackRock 80/20 Target Allocation K | BKAPX | Moderately Aggressive Allocation | 11.06% | 11 | 0.290% | Low | Retirement, Large | $5.0 Mil | ||
| BlackRock Allocation Target Shrs Ser E | BATEX | Miscellaneous Fixed Income | — | 3.46% | 36 | 0.010% | High | No Load | — | |
| BlackRock Allocation Target Shrs Ser Svc | BRASX | Miscellaneous Fixed Income | 1.98% | 45 | — | Low | No Load | — | ||
| BlackRock California Muni Opps Instl | MACMX | Muni California Intermediate | — | 1.76% | 1 | 0.450% | Below Average | Institutional | $2.0 Mil | |
| BlackRock China A Opportunities Instl | CHILX | China Region | 3.40% | 29 | 0.990% | Below Average | Institutional | $2.0 Mil | ||
| BlackRock China A Opportunities K | CHKLX | China Region | 3.40% | 29 | 0.940% | Below Average | Retirement, Large | $5.0 Mil | ||
| BlackRock Exchange BlackRock | STSEX | Large Blend | 15.52% | 40 | 0.770% | Average | No Load | — | ||
| BlackRock Floating Rate Income Instl | BFRIX | Bank Loan | — | 4.06% | 51 | 0.690% | Below Average | Institutional | $2.0 Mil | |
| BlackRock Floating Rate Income K | BFRKX | Bank Loan | — | 4.21% | 40 | 0.610% | Low | Retirement, Large | $5.0 Mil | |
| BlackRock Health Sciences Opps Instl | SHSSX | Health | 8.48% | 12 | 0.840% | Below Average | Institutional | $2.0 Mil | ||
| BlackRock Health Sciences Opps Inv A | SHSAX | Health | 8.35% | 16 | 1.090% | Low | Front Load | $1,000 | ||
| BlackRock Health Sciences Opps R | BHSRX | Health | 8.15% | 17 | 1.460% | Average | Retirement, Medium | $100 | ||
| BlackRock Health Sciences Opps Svc | SHISX | Health | 8.32% | 17 | 1.140% | Average | No Load | $5,000 | ||
| BlackRock International Dividend Instl | BISIX | Foreign Large Blend | 6.64% | 32 | 0.680% | Below Average | Institutional | $2.0 Mil | ||
| BlackRock International Dividend Inv A | BREAX | Foreign Large Blend | 6.49% | 33 | 0.930% | Low | Front Load | $1,000 | ||
| BlackRock International Dividend K | BREKX | Foreign Large Blend | 6.65% | 31 | 0.630% | Below Average | Retirement, Large | $5.0 Mil | ||
| BlackRock LifePath® Dyn Retirement Instl | STLAX | Target-Date Retirement | — | 4.93% | 1 | 0.590% | High | Institutional | $2.0 Mil | |
| BlackRock LifePath® Dyn Retirement K | LPSAX | Target-Date Retirement | — | 5.05% | 1 | 0.340% | Below Average | Retirement, Large | $5.0 Mil | |
| BlackRock Managed Income Institutional | BLDIX | Conservative Allocation | 2.06% | 61 | 0.480% | Low | Institutional | $2.0 Mil | ||
| BlackRock Managed Income K | BLDRX | Conservative Allocation | 2.09% | 60 | 0.430% | Low | Institutional | $5.0 Mil | ||
| BlackRock Sus Adg Intl Eq Ins | BRZIX | Foreign Large Blend | 8.68% | 14 | 0.500% | Low | Institutional | $2.0 Mil | ||
| BlackRock Sus Adg Intl Eq Inv A | BRZAX | Foreign Large Blend | 8.49% | 16 | 0.750% | Low | Front Load | $1,000 | ||
| BlackRock Sus Adg Intl Eq K | BRZKX | Foreign Large Blend | 8.68% | 14 | 0.450% | Low | Retirement, Large | $5.0 Mil |
BlackRock Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank