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BlackRock Mutual Funds List

Here you can find all mutual funds issued by BlackRock and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is BlackRock
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
BlackRock LifePath Dynamic 2040 FundTarget Retirement DateFeb 28, 19940.47%
0.21%
9.26%
6.12%
58
BlackRock LifePath Dynamic 2050 FundTarget Retirement DateJun 29, 20080.49%
-0.20%
10.14%
6.21%
55
SEI Institutional Managed Trust Tax-Managed Small/...Small Cap Blend EquitiesOct 31, 20001.11%
1.05%
8.49%
4.24%
30
BlackRock Exchange PortfolioLarge Cap Blend EquitiesDec 17, 19760.81%
-4.98%
13.30%
0.95%
29
SEI Institutional Managed Trust U.S. Managed Volat...Large Cap Value EquitiesOct 28, 20040.90%
0.76%
8.52%
16.36%
16
SEI Institutional Managed Trust Global Managed Vol...Global EquitiesJul 26, 20061.11%
2.47%
7.35%
8.56%
37
SEI Institutional Investments Trust U.S. Managed V...Large Cap Value EquitiesDec 31, 20080.72%
1.73%
9.10%
92.43%
20
SEI Institutional Managed Trust Tax-Free Conservat...Municipal BondsApr 21, 20160.13%
0.32%
2.31%
99
TIAA-CREF Managed Allocation FundDiversified PortfolioMar 30, 20060.00%
-1.74%
7.68%
6.96%
56
SEI Institutional Managed Trust Tax Managed Large ...Large Cap Blend EquitiesMar 5, 19980.89%
-1.89%
11.91%
1.40%
45
SEI Institutional Managed Trust Tax-Managed Manage...Large Cap Value EquitiesDec 20, 20071.00%
1.79%
9.75%
24.34%
21
SEI Institutional Managed Trust Core Fixed Income ...Intermediate Core BondMay 4, 19870.66%
-0.24%
1.62%
3.23%
26
SEI Institutional Managed Trust Large Cap Value Fu...Large Cap Value EquitiesApr 20, 19870.89%
2.96%
10.27%
13.70%
59
Undiscovered Managers Behavioral Value FundSmall Cap Value EquitiesDec 28, 19980.90%
2.86%
9.95%
9.15%
11
USAA Global Managed Volatility FundGlobal EquitiesJul 30, 20080.70%
0.93%
9.64%
20.06%
55
Vanguard Financials Index Fund Admiral SharesFinancials EquitiesFeb 4, 20040.10%
-8.83%
12.46%
1.60%
5
Private Capital Management Value FundSmall Cap Blend EquitiesMay 28, 20101.20%
-4.81%
10.87%
2.25%
8
Vanguard Tax-Managed Capital Appreciation Fund Ins...Large Cap Blend EquitiesFeb 24, 19990.06%
-3.22%
14.17%
1.00%
46
Vanguard Tax-Managed Capital Appreciation Fund Adm...Large Cap Blend EquitiesSep 6, 19940.09%
-3.23%
14.13%
0.97%
46
Vanguard Tax-Managed Balanced Fund Admiral SharesDiversified PortfolioSep 6, 19940.09%
-1.61%
8.05%
2.27%
62

Rows per page

341–360 of 367

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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