BlackRock Sustainable Aware Advantage Large Cap Core Fund Investors C Shares (BIRCX)
| Fund Assets | 1.15B |
| Expense Ratio | 1.48% |
| Min. Investment | $1,000 |
| Turnover | 129.00% |
| Dividend (ttm) | 1.32 |
| Dividend Yield | 5.24% |
| Dividend Growth | -61.60% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 9, 2025 |
| Previous Close | 25.14 |
| YTD Return | 8.93% |
| 1-Year Return | 26.84% |
| 5-Year Return | 72.57% |
| 52-Week Low | 20.47 |
| 52-Week High | 25.44 |
| Beta (5Y) | n/a |
| Holdings | 218 |
| 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.
Performance
BIRCX had a total return of 26.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.06%.
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 Appreciation Fund Admiral Shares | 0.09% |
Top 10 Holdings
34.05% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 6.60% |
| Apple Inc. | AAPL | 6.03% |
| Microsoft Corporation | MSFT | 4.53% |
| Amazon.com, Inc. | AMZN | 4.07% |
| Alphabet Inc. | GOOGL | 2.71% |
| Broadcom Inc. | AVGO | 2.49% |
| Tesla, Inc. | TSLA | 2.03% |
| Alphabet Inc. | GOOG | 2.03% |
| Meta Platforms, Inc. | META | 1.89% |
| Chevron Corporation | CVX | 1.66% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Jul 20, 2023 | $0.004 | Jul 21, 2023 |