BlackRock Sustainable Aware Advantage Large Cap Core Fund Investors C Shares (BIRCX)

Fund Assets	1.21B
Expense Ratio	1.48%
Min. Investment	$1,000
Turnover	115.00%
Dividend (ttm)	1.88
Dividend Yield	7.44%
Dividend Growth	10.69%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 22, 2026

Previous Close	25.22
YTD Return	14.71%
1-Year Return	23.33%
5-Year Return	68.39%
52-Week Low	21.51
52-Week High	26.03
Beta (5Y)	1.05
Holdings	246
Inception Date	Oct 5, 2015

About BIRCX

BlackRock Sustainable Advantage Large Cap Core Fund Investor C Shares is a mutual fund designed to provide diversified exposure to large-cap U.S. equities while integrating sustainability-focused criteria into its investment process. The fund primarily invests in both growth and value stocks of large-cap companies, typically those within the market capitalization range of the Russell 1000 Index. Its objective is to deliver long-term capital growth by leveraging a quantitative approach that combines fundamental analysis with environmental, social, and governance (ESG) factors as key signals in portfolio construction. Sector allocations include significant representation from technology, consumer cyclical, and communication services, with top holdings featuring leading firms in these industries. The fund aims to address investor demand for core equity strategies that also consider sustainability risks and opportunities. It plays a significant role in the market as a core equity offering for investors seeking large-cap exposure with an ESG-conscious framework, reflecting a broader trend toward responsible investing within mainstream asset classes.

• Fund Family: BlackRock
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BIRCX
• Index: Russell 1000 TR USD

Performance

BIRCX had a total return of 23.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.23%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VTCLX	Vanguard	Vanguard Tax-Managed Capital App Adm	0.05%

Top 10 Holdings

34.57% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	6.44%
Apple Inc.	AAPL	5.84%
Microsoft Corporation	MSFT	3.88%
Amazon.com, Inc.	AMZN	3.53%
Alphabet Inc.	GOOGL	3.39%
Broadcom Inc.	AVGO	2.65%
Alphabet Inc.	GOOG	2.64%
Tesla, Inc.	TSLA	2.40%
Micron Technology, Inc.	MU	1.89%
Applied Materials, Inc.	AMAT	1.89%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 22, 2026	$1.19791	Jul 23, 2026
Dec 9, 2025	$0.67871	Dec 10, 2025
Jul 17, 2025	$0.63806	Jul 18, 2025
Dec 10, 2024	$1.05726	Dec 11, 2024
Jul 18, 2024	$2.37191	Jul 19, 2024
Dec 8, 2023	$0.0166	Dec 11, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

Data Sources Report a data error