Fund House • US
BlackRock Capital Advisors
New York, NY
• Est. 2009
6
Funds Listed
$155.5B
Total AUM
1
Asset Classes
US
Domicile
Fund Performance at a Glance
15.2%
Avg 1Y Return
2
Low / Mod Risk
6
Equity Funds
0
Fixed Income
0
Multi-Asset
All Funds (6)
| Fund Name | Category | NAV | 1Y Return | AUM (M) | Risk | Benchmark |
|---|---|---|---|---|---|---|
|
BlackRock Capital Advisors Retirement Growth Fund
Tax-Advantaged
|
Equity | $88.7 | 11.5% | $9890M | Moderate | S&P 500 Index |
|
BlackRock Capital Advisors Russell 2000 Index Fund
Small Cap
|
Equity | $150.3 | 18.2% | $29830M | High | Russell 2000 Index |
|
BlackRock Capital Advisors Total Market Index Fund
Total Market
|
Equity | $86.6 | 12.0% | $72900M | Moderate | Russell 3000 Index |
|
BlackRock Capital Advisors US Mid Cap Blend Fund
Mid Cap
|
Equity | $31.1 | 16.0% | $12150M | Moderately High | Russell Midcap Index |
|
BlackRock Capital Advisors US Mid Cap Select Fund
Mid Cap
|
Equity | $185.7 | 15.8% | $11470M | Moderately High | Russell Midcap Index |
|
BlackRock Capital Advisors US Small Cap Fund
Small Cap
|
Equity | $27.4 | 18.0% | $6300M | High | Russell 2000 Index |
Category Breakdown
Equity
6
Risk Profile Distribution
| Risk Level | Funds | Avg 1Y Return |
|---|---|---|
| Moderate | 2 | 11.8% |
| Moderately High | 2 | 15.9% |
| High | 2 | 18.1% |
About BlackRock Capital Advisors
A global investment management leader offering active and passive strategies across equities, fixed income, and multi-asset classes.
US Domicile
Est. 2009
SEC Registered
Institutional Grade
Key Facts
HeadquartersNew York, NY
DomicileUS
Founded2009
Total AUM$155.5B
Funds Listed6
CurrencyUSD
Industry Recognition
Morningstar Overall
Lipper Leader
Consistent Return
ESG Score
AA (MSCI)
PRI Signatory
Yes
Regulatory & Compliance
RegulatorSEC / FINRA
UCITS CompliantSelected funds
ERISA EligibleYes
401(k) AvailableMost funds
IRA AvailableAll funds
Past performance is not indicative of future results. All investments involve risk,
including the possible loss of principal. Performance data shown is for illustrative
purposes only. Please read the fund prospectus carefully before investing.