BIRKX Mutual Fund

BIRKX Mutual Fund (BlackRock Sustainable Aware Advantage Large Cap Core Fund Class K) is managed by BlackRock, Inc. (US) with $517.7M in net assets. BIRKX expense ratio is 0.43%, holding 269 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2016-03-28.

BIRKX performance shows a YTD return of 14.84%. The 1-year return is 18.93% and the 5-year return is 12.29%. BIRKX dividend yield stands at 8.27%, paid semi-annually.

BIRKX top holdings include Nvidia Corp (6.5%), Apple, Inc (6.3%), Microsoft Corp (4.9%), Amazon.Com Inc (4.0%), Alphabet Inc (3.4%). 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.