BlackRock
PSN Top Gun Strategies

QUARTER ENDING September 30, 2024

StrategyMRQ1 YR3 YR5 YR
BlackRock Multi-Asset Income Agg Gro7.624.4----
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
Large Cap Core - SMA3.328.411.015.9
UniverseAwardUniverse Count
MA Large Cap Equity Universe181
MA Large Cap Equity Universe181
StrategyMRQ1 YR3 YR5 YR
Large Cap Value - SMA8.529.112.114.2
UniverseAwardUniverse Count
MA Large Cap Equity Universe181
MA Large Cap Equity Universe181
MA US Value Universe107
MA US Value Universe107
MA US Value Universe107
StrategyMRQ1 YR3 YR5 YR
Equity Growth Index Fund (CF)3.741.110.117.5
UniverseAwardUniverse Count
US Equity Commingled Funds Universe135
StrategyMRQ1 YR3 YR5 YR
US Real Estate Securities Index (CF)15.533.64.34.5
UniverseAwardUniverse Count
US Equity Commingled Funds Universe135
StrategyMRQ1 YR3 YR5 YR
Russell 1000 Growth Index (CF)3.242.212.019.6
UniverseAwardUniverse Count
US Equity Commingled Funds Universe135
StrategyMRQ1 YR3 YR5 YR
Russell 2000 Value Index Fund (CF)10.125.93.88.9
UniverseAwardUniverse Count
US Equity Commingled Funds Universe135
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Core US Real Estate Sec15.535.25.17.2
UniverseAwardUniverse Count
REIT Universe57
StrategyMRQ1 YR3 YR5 YR
Aperio U.S. Large Cap5.837.112.316.3
UniverseAwardUniverse Count
Large Core Equity Universe245
StrategyMRQ1 YR3 YR5 YR
20+ Treasury Bond Index (CF)8.015.3-9.3-4.7
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Intermediate Govt. Bond Index (CF)3.98.40.00.9
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Long Credit Bond Index (CF)8.118.9-4.2-0.2
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Long Government Bond Index (CF)7.815.5-8.2-3.8
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Intermediate Govt/Credit Bd Idx(CF)4.29.50.31.3
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
High Yield Screened Fund (CF)5.117.94.65.4
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Short Term Taxable Fixed Income SMA2.97.21.81.9
UniverseAwardUniverse Count
MA US Fixed Income Universe318
MA US Fixed Income Universe318
StrategyMRQ1 YR3 YR5 YR
Core Alpha Bond5.913.3-1.40.8
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Long Duration Alpha Credit (CF)8.219.2-4.10.2
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe80
US Fixed Income Commingled Funds Universe80
StrategyMRQ1 YR3 YR5 YR
Municipal Opportunities Fixed Income2.59.91.02.0
UniverseAwardUniverse Count
MA Municipal Fixed Income Universe127
MA Municipal Fixed Income Universe127
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Pan European Value Eq11.528.310.813.3
UniverseAwardUniverse Count
Europe Universe35
Europe Universe35
Europe Universe35
StrategyMRQ1 YR3 YR5 YR
Canadian Equity Index Class A10.526.79.511.2
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe73
Global / Intl Equity Commingled Funds Universe73
StrategyMRQ1 YR3 YR5 YR
CDN Global Developed Real Estate16.229.50.91.9
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe73
Global / Intl Equity Commingled Funds Universe73
StrategyMRQ1 YR3 YR5 YR
CDN Global Infrastructure13.027.98.96.3
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe73
StrategyMRQ1 YR3 YR5 YR
EAFE Currency Hedged (CF)1.521.011.111.2
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe73
StrategyMRQ1 YR3 YR5 YR
Equitized Global Market Neutral (CF)2.010.710.515.3
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe73
StrategyMRQ1 YR3 YR5 YR
International Dividend Equity ADR5.224.08.811.2
UniverseAwardUniverse Count
MA International Equity Universe70
MA International Equity Universe70
MA International Equity Universe70
StrategyMRQ1 YR3 YR5 YR
Target Alloc ETF Multi-Mgr All Eq5.032.39.3--
UniverseAwardUniverse Count
ETF Global Equity Universe43
ETF Global Equity Universe43
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Energy Opportunities-4.10.018.811.9
UniverseAwardUniverse Count
Global Equity Universe656
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Gold Precious Metals19.549.910.79.0
UniverseAwardUniverse Count
Global Equity Universe656
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Pan European Unconstr1.830.57.714.9
UniverseAwardUniverse Count
Europe Universe35
Europe Universe35
StrategyMRQ1 YR3 YR5 YR
Canada CorePlus Universe Bond4.914.4-1.61.3
UniverseAwardUniverse Count
Global / Intl Fixed Income Commingled Funds Universe34
Global / Intl Fixed Income Commingled Funds Universe34
Global / Intl Fixed Income Commingled Funds Universe34
StrategyMRQ1 YR3 YR5 YR
Hard Currency Emerging Market Debt6.023.92.33.3
UniverseAwardUniverse Count
Intl Fixed Income Universe143
StrategyMRQ1 YR3 YR5 YR
Target Alloc ETF Multi-Manager 80/205.028.69.6--
UniverseAwardUniverse Count
ETF Global Balanced Universe347
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
Target Alloc ETF Multi-Manager 90/105.030.88.6--
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BlackRock Grw&Income w PIMCO Moderat7.421.24.3--
UniverseAwardUniverse Count
MA Global/Intl Balanced Universe219
StrategyMRQ1 YR3 YR5 YR
BlackRock Grw&Income w PIMCO ModAggr8.624.56.0--
UniverseAwardUniverse Count
ETF Global Balanced Universe347
MA Global/Intl Balanced Universe219
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ESG All Equity6.033.78.113.0
UniverseAwardUniverse Count
ETF Global Balanced Universe347
Global / Intl Balanced Universe440
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF Equity5.032.29.413.1
UniverseAwardUniverse Count
ETF Global Balanced Universe347
ETF Global Balanced Universe347
ETF Global Balanced Universe347
Global / Intl Balanced Universe440
Global / Intl Balanced Universe440
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF 90/104.930.68.712.2
UniverseAwardUniverse Count
ETF Global Balanced Universe347
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF 70/305.026.46.79.9
UniverseAwardUniverse Count
ETF Global Balanced Universe347
ETF Global Balanced Universe347
Global / Intl Balanced Universe440
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF 60/405.124.55.78.7
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF 80/205.028.68.011.3
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK TA Tax-Aware ETF 90/104.930.88.212.2
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BLK TA Tax-Aware ETF 70/304.626.46.49.8
UniverseAwardUniverse Count
ETF Global Balanced Universe347
ETF Global Balanced Universe347
StrategyMRQ1 YR3 YR5 YR
TA Mlt-Mgr w. Alts 60/40 Model4.624.05.89.3
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
TA Tax-Aware MM w. Alts 60/40 Model4.324.45.69.6
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
TA Mlt-Mgr w. Alts Equity Model4.329.88.412.5
UniverseAwardUniverse Count
Global / Intl Balanced Universe440
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Pan European Income7.628.27.29.4
UniverseAwardUniverse Count
Europe Universe35
Europe Universe35


Top Gun Awards

Commingled Fund Universes: include commingled funds and collective trusts.

Non-Commingled Fund Universes: include PSN Products excluding mutual funds, commingled funds, pooled funds, collective trusts, limited partnerships, offshore funds, wrap products, hedge funds, and MLP's.

1 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on current quarter returns.

2 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.

3 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the three year period.

4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.

5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.

6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.

Bull & Bear Masters

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.

Manager of the Decade

Top Guns Manager of The Decade Critria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest ten-year period become the PSN Top Guns Manager of the Decade.

The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns. Due to the short term nature of a one quarter performance benchmark, please be advised that the 1 Star PSN Top Guns award is intended for informational purposes only and should be used only in a one-on-one and face-to-face presentation where an investment professional is present. Any other usage of the 1 Star PSN Top Guns is strictly prohibited, not advised, and not permitted by Informa Business Intelligence.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of Informa Business Intelligence (IBI). No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of Informa Business Intelligence

Because of the possibility of human or mechanical error by IBI sources or others, IBI does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IBI be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.

(*) Universe Benchmark

(**) These benchmarks or indices are derived using universes of PSN separately managed accounts, ("SMA Indices"). Any SMA Indices should not be deemed an offer to sell or a solicitation of an offer to buy shares of any products that are described herein. Index or performance returns do not reflect any management fees, transaction costs or expenses. One cannot invest directly into an index.

Commingled Fund Universes: include commingled funds and collective trusts.

Non-Commingled Fund Universes: include PSN Products excluding mutual funds, commingled funds, pooled funds collective trusts, limited partnerships, offshore funds, wrap products, hedge funds and MLP's.

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.

The content of the PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of Informa Business Intelligence (IBI). No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of Informa Business Intelligence.

Because of the possibility of human or mechanical error by IBI sources or others, IBI does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IBI be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.