BIRKX Mutual Fund

BIRKX Mutual Fund (BlackRock Sustainable Aware Advantage Large Cap Core Fund Class K) is managed by BlackRock, Inc. (US) with $497.4M in net assets. BIRKX expense ratio is 0.43%, holding 216 positions across sectors including Information Technology, Consumer Discretionary, Industrials. Inception date: 2016-03-28.

BIRKX performance shows a YTD return of 11.81%. The 1-year return is 23.14% and the 5-year return is 12.13%. BIRKX dividend yield stands at 8.50%, paid semi-annually.

BIRKX top holdings include Nvidia Corp. (6.6%), Apple, Inc (6.0%), Microsoft Corp (4.5%), Amazon.Com Inc (4.1%), Alphabet Inc Common Stock USD 0.001 (2.7%). Go to all BIRKX holdings, BIRKX sectors, or BIRKX dividends.

BIRKX can be compared against other funds. Use BIRKX overlap to find shared positions, or BIRKX vs another fund for a side-by-side view. BIRKX alternatives are available via the screener, along with tax-loss harvesting opportunities.