Morningstar

BlackRock Sus Adg Intl Eq Ins BRZIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.43  /  −0.65 %
  • Total Assets 17.5 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 2.42%
  • Turnover 89%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BRZIX

Will BRZIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRZIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRZIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRZIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin BlackRock Sus Adg Intl Eq Ins's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRZIX

More BRZIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.10 532,581
Healthcare

ASML Holding NV

2.78 477,649
Technology

BlackRock Liquidity T-Fund Instl

2.28 391,438
Cash and Equivalents

Novartis AG Registered Shares

2.07 356,243
Healthcare

SAP SE

2.06 353,899
Technology

AstraZeneca PLC

1.98 341,233
Healthcare

Shell PLC

1.92 330,859
Energy

Siemens AG

1.53 262,711
Industrials

Schneider Electric SE

1.48 254,409
Industrials

Nestle SA

1.31 224,913
Consumer Defensive

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