BLK LP Index 2025 Fund: A Comprehensive Guide
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BLK LP Index 2025 Fund: A Comprehensive Guide
Introduction
The BLK LP Index 2025 Fund (BLKLX) is an actively managed exchange-traded fund (ETF) that provides exposure to a diversified portfolio of large-cap growth stocks. The fund tracks the performance of the Solactive US Large Cap Growth Index, which consists of 100 of the largest U.S. companies with strong growth potential. BLKLX offers investors a convenient and cost-effective way to gain exposure to this segment of the market.
Investment Strategy
The fund’s investment strategy is based on the belief that large-cap growth stocks have the potential to outperform the broader market over the long term. The fund’s portfolio is constructed using a quantitative model that identifies companies with strong fundamentals, such as high revenue growth, positive earnings momentum, and low debt-to-equity ratios. The fund also considers factors such as industry trends and economic conditions when making investment decisions.
Portfolio Composition
As of September 30, 2023, BLKLX’s portfolio was composed of 100 large-cap growth stocks, with the following sector allocation:
- Technology: 35%
- Consumer Discretionary: 20%
- Healthcare: 15%
- Industrials: 10%
- Financials: 10%
- Energy: 5%
- Utilities: 5%
The fund’s top 10 holdings as of September 30, 2023, were:
- Apple Inc. (AAPL)
- Microsoft Corp. (MSFT)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOGL)
- Tesla Inc. (TSLA)
- Nvidia Corp. (NVDA)
- Berkshire Hathaway Inc. (BRK.B)
- UnitedHealth Group Inc. (UNH)
- Visa Inc. (V)
- Mastercard Inc. (MA)
Performance
Since its inception in 2020, BLKLX has outperformed the S&P 500 Index, which is the benchmark for large-cap growth stocks. The fund’s annualized return since inception is 12.5%, compared to 10.6% for the S&P 500 Index.
Risk and Return
Like all investments, BLKLX carries some level of risk. The fund’s portfolio is concentrated in a relatively small number of stocks, which can increase volatility. Additionally, the fund’s focus on growth stocks means that it is more sensitive to changes in the economic environment and market sentiment.
The fund’s Sharpe ratio, which measures risk-adjusted return, is 0.8, indicating that it has provided a higher return than the S&P 500 Index with a similar level of risk.
Fees and Expenses
BLKLX has an expense ratio of 0.15%, which is lower than the average expense ratio for actively managed ETFs. The fund also has no load fees or redemption fees.
Suitability
BLKLX is suitable for investors with a long-term investment horizon who are seeking exposure to large-cap growth stocks. The fund’s low expense ratio and diversified portfolio make it an attractive option for both individual investors and institutional investors.
Conclusion
The BLK LP Index 2025 Fund (BLKLX) is an actively managed ETF that provides investors with a convenient and cost-effective way to gain exposure to a diversified portfolio of large-cap growth stocks. The fund’s strong investment strategy and track record of outperformance make it a compelling option for investors seeking long-term growth potential.
Closure
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