BLCRiShares Large Cap Core Active ETF

Grow my money2y track recordRanked #465 of 2,960 in this goal

Seeks to maximize total return.

By BlackRock · Launched 2023

Annual Cost

0.36%

#1,826 of 5,562 · low cost

Fund Size

$6.0B

#401 of 5,562 · large

Return (1Y)Goal

+43.9%

Track Record

2 years

#3,255 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$14,437+44.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Index tracked

Russell 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 47.4% of fundmoderately concentrated

Amazon.com Inc

6.6%

NVIDIA Corp

6.3%

Microsoft Corp

5.5%

Alphabet Inc

5.3%

Meta Platforms Inc

5.3%

Cardinal Health Inc

4.4%

Ciena Corp

3.9%

Intercontinental Exchange Inc

3.5%

Micron Technology Inc

3.3%

Visa Inc

3.2%

Asset allocation

Stocks

96.3%

Cash

3.7%

By sector

Technology

34.3%

Communication

14.6%

Industrials

13.7%

Financial Services

12.5%

Consumer Cyclical

11.1%

Healthcare

7.6%

Energy

2.2%

Basic Materials

2.2%

Other

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.4%Moderate

Year-on-year price swings

Max drawdown

-21.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to maximize total return.
Strategy: Invests primarily in large cap equity securities and derivatives with similar economic characteristics. The Fund seeks to buy common stock and may invest in preferred stock, IPOs, and up to 25% in foreign securities. Uses derivatives to enhance returns and hedge against risks.
Inception date: October 24, 2023
Fund family: BlackRock