Market Data 
Markets
Replies to post #159128 on Lightwave Logic Inc (LWLG)
09/22/23 3:49 PM
Number of BlackRock funds worldwide in July 2023, by fund type and asset class
Published by Statista Research Department, Sep 1, 2023
As of July 31, 2023, the world's largest asset management company, BlackRock, operated a total of 517 equity funds. This was the highest of any asset class, followed by fixed income assets with 316 funds. While the majority of BlackRock's equity funds were exchange traded funds (ETFs), this situation was reversed with fixed income funds, where the majority were mutual funds.
Russell 2000 Key Metrics
As of May 31, 2023, the average value for a company on the Russell 2000 was $2.96 billion while the median market cap was $0.93 billion. The largest stock by market cap on the index was $12.01 billion.
The Russell 2000 first traded above the 1,000 level on May 20, 2013.
Two sub-indexes of the Russell 2000 have been created to track the performance of companies within it that contain special characteristics that are desired by certain types of investors:
-The Russell 2000 Growth Index measures the performance of Russell 2000 companies with higher price-to-value ratios and higher forecasted growth values.
-The Russell 2000 Value Index measures the performance of Russell 2000 companies with lower price-to-book (P/B) ratios and lower forecasted growth values.
The BlackRock funds are actively managed and their characteristics will vary.
Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks may be heightened for investments in emerging markets. Asset allocation and diversification strategies do not ensure profit or protect loss in declining markets.
Rankings based on total return excluding sales charges, Mid-Cap Growth Equity: 1 Year 473/577; 3 Year 420/529; 5 Year 197/498; 10 Year 17/387*. Large Cap Focus Growth*: 1 Year 881/1,250; 3 Year 872/1,139; 5 Year 586/1,053; 10 Year 196/809. Equity Dividend: 1 Year 535/1,239; 3 Year 809/1,155; 5 Year 439/1,103; 10 Year 305/821. Mid-Cap Value: 1 Year 146/399; 3 Year 105/385; 5 Year 21/364; 10 Year 65/266*. Health Sciences Opportunities*: 1 Year 28/176; 3 Year 66/151; 5 Year 15/129; 10 Year 14/110. Technology Opportunities: 1 Year 193/275; 3 Year 117/225; 5 Year 59/196; 10 Year 35/160. Emerging Markets: 1 Year 313/833; 3 Year 380/744; 5 Year 89/654; 10 Year 90/394. International Dividend: 48/744; 3 Year 151/692; 5 Year 24/623; 10 Year 171/418. Sustainable Advantage Large Cap Core: 1 Year 782/1,367; 3 Year 195/1,233; 5 Year 229/1,123; 10 Year /829. High Equity Income: 1 Year 42/88; 3 Year 8/80; 5 Year 20/62; 10 Year 4/30. Advantage Small Cap Core: 1 Year 454/614, 3 Year 437/589, 5 Year 209/543, 10 Year 88/372. International: 1 Year 690/744, 3 Year 164/692, 5 Year 199/623, 10 Year 120/418.
The Morningstar Rating for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
As of 3/31/2023, the Equity Dividend Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,155, 1,103 and 821 Large Value Funds, respectively. The Mid-Cap Growth Equity Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 5 stars for the 10-year period, rated against 529, 498 and 387 Mid-Cap Growth Funds, respectively. Performance results represent past performance and are no guarantee of future results. The Large Cap Focus Growth Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 1,139, 1,053 and 809 Large Growth Funds, respectively. The Health Sciences Opportunities Fund received a Morningstar Rating of 3 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period, rated against 151, 129 and 110 Health Funds, respectively. The Technology Opportunities Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 225, 196 and 160 Technology Funds, respectively. The Emerging Markets Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 744, 654 and 394 Diversified Emerging Mkts Funds, respectively. The High Equity Income Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period, rated against 80, 62 and 30 Options-based Funds, respectively. The International Fun*d received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period, rated against 692, 623 and 418 Foreign Large Blend Funds, respectively. *Mid-Cap Value Fund received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and 4 stars for the 10-year period, rated against 385, 364 and 266 Mid-Cap Value Funds, respectively. The Sustainable Large Cap Core Fund received a Morningstar Rating of 4 stars for the 3-year period and 3 stars for the 5-year period, rated against 1,233 and 1,123 Large Blend Funds, respectively. The Advantage Small Cap Core Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 for the 5-year period, and 3 for the 10-year period, rated against 589, 543, and 372 US Small Blend Funds, respectively. The International Dividend Fund received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period, and 4 stars for the 10-year period, rated against 692, 623, and 418 US Foreign Large Blend Funds, respectively.
©2023 BlackRock, Inc. or its affiliates. All Rights Reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.
Over the past 10 years, 94% of our actively managed funds performed better than their peer-group averages.* And when our funds outperform, you have the opportunity to earn more.
Surprised at our success with actively managed funds? See how they can help you diversify your portfolio.
Actively managed funds aren’t new to us…
Actively managed funds have been a significant part of our history going back to our start in 1975. In fact, our first 11 mutual funds were actively managed.
… and they’ve been quietly growing
The numbers tell the story of how we've become one of the largest managers of actively managed funds in the world. Today, we manage more than $1.5 trillion in active assets.**
Explore our active funds
You've known us for leading the indexing revolution. But we recognize some investors follow different paths to financial success.
That's why we offer more than 70 U.S.-based actively managed funds, spanning a range of stock, bond, and balanced funds in U.S. and international investments.
AI
