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Morningstar

BlackRock Sustainable US Value Eq K BSVKX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.73  /  0.10 %
  • Total Assets 5.0 Mil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.18%
  • Turnover 40%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis BSVKX

Will BSVKX 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 BSVKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BSVKX 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 BSVKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin BlackRock Sustainable US Value Eq K's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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