BlackRock
PSN Top Gun Strategies

QUARTER ENDING June 30, 2026

StrategyMRQ1 YR3 YR5 YR
High Yield Bond2.66.99.75.1
UniverseAwardUniverse Count
High Yield Universe134
StrategyMRQ1 YR3 YR5 YR
Large Cap Core - SMA23.439.524.816.1
UniverseAwardUniverse Count
MA Large Cap Equity Universe1 Year183
MA Large Cap Equity Universe1 QTR183
MA US Core Universe3 Year94
MA US Core Universe1 Year94
MA US Core Universe1 QTR94
StrategyMRQ1 YR3 YR5 YR
Large Cap Value - SMA14.320.217.812.4
UniverseAwardUniverse Count
MA US Value Universe106
MA US Value Universe106
StrategyMRQ1 YR3 YR5 YR
Equity Dividend - SMA14.825.218.612.1
UniverseAwardUniverse Count
MA US Value Universe106
MA US Value Universe106
MA US Value Universe106
StrategyMRQ1 YR3 YR5 YR
Capital Appreciation - SMA24.515.322.410.4
UniverseAwardUniverse Count
MA Large Cap Equity Universe1 QTR183
StrategyMRQ1 YR3 YR5 YR
Equity Index (CF)15.222.320.613.4
UniverseAwardUniverse Count
US Equity Commingled Funds Universe130
US Equity Commingled Funds Universe130
US Equity Commingled Funds UniverseBull / Bear130
StrategyMRQ1 YR3 YR5 YR
Alpha Tilts (2% Risk) (CF)16.928.523.414.8
UniverseAwardUniverse Count
US Equity Commingled Funds Universe130
US Equity Commingled Funds Universe130
US Equity Commingled Funds Universe130
US Equity Commingled Funds Universe3 Year130
US Equity Commingled Funds UniverseBull / Bear130
StrategyMRQ1 YR3 YR5 YR
Equity Growth Index Fund (CF)21.925.725.914.6
UniverseAwardUniverse Count
US Equity Commingled Funds Universe3 Year130
US Equity Commingled Funds Universe1 QTR130
StrategyMRQ1 YR3 YR5 YR
Russell 2000 Alpha Tilts (CF)21.943.520.48.3
UniverseAwardUniverse Count
US Equity Commingled Funds Universe1 Year130
US Equity Commingled Funds Universe1 QTR130
StrategyMRQ1 YR3 YR5 YR
Russell 1000 AlphaTilts (2% Risk) CF16.928.423.214.2
UniverseAwardUniverse Count
US Equity Commingled Funds Universe3 Year130
StrategyMRQ1 YR3 YR5 YR
Russell 2000 Index Fund CF21.540.818.56.9
UniverseAwardUniverse Count
US Equity Commingled Funds Universe1 Year130
StrategyMRQ1 YR3 YR5 YR
Russell 3000 AlphaTilts (2% Risk) CF17.129.123.013.8
UniverseAwardUniverse Count
US Equity Commingled Funds Universe3 Year130
StrategyMRQ1 YR3 YR5 YR
Russell 1000 Growth Index (CF)16.717.722.613.7
UniverseAwardUniverse Count
US Equity Commingled Funds Universe130
StrategyMRQ1 YR3 YR5 YR
Russell 2000 Value Index Fund (CF)17.243.118.88.3
UniverseAwardUniverse Count
US Equity Commingled Funds Universe1 Year130
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Core US Real Estate Sec12.621.813.36.4
UniverseAwardUniverse Count
REIT Universe56
REIT Universe3 Year56
REIT Universe1 Year56
REIT Universe1 QTR56
REIT UniverseBull / Bear56
StrategyMRQ1 YR3 YR5 YR
Aperio U.S. Large Cap15.222.720.913.6
UniverseAwardUniverse Count
Large Core Equity Universe260
StrategyMRQ1 YR3 YR5 YR
BlackRock FE US Real Est Sec All Eq10.816.911.1--
UniverseAwardUniverse Count
REIT UniverseBull / Bear56
StrategyMRQ1 YR3 YR5 YR
BlackRock FE US Core Equity23.639.131.1--
UniverseAwardUniverse Count
Mega Cap Universe3 Year214
Mega Cap Universe1 Year214
Mega Cap Universe1 QTR214
Mega Cap UniverseBull / Bear214
StrategyMRQ1 YR3 YR5 YR
CMBS0.94.77.02.0
UniverseAwardUniverse Count
All Maturity/Variable Universe293
All Maturity/Variable Universe293
US Fixed Income Universe1546
StrategyMRQ1 YR3 YR5 YR
Intermediate Credit Bond Index (CF)0.94.15.81.9
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe86
US Fixed Income Commingled Funds Universe86
US Fixed Income Commingled Funds Universe86
StrategyMRQ1 YR3 YR5 YR
Intermediate Govt. Bond Index (CF)0.22.74.21.0
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe86
US Fixed Income Commingled Funds Universe86
StrategyMRQ1 YR3 YR5 YR
Long Credit Bond Index (CF)2.35.14.1-2.1
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe1 QTR86
StrategyMRQ1 YR3 YR5 YR
Intermediate Govt/Credit Bd Idx(CF)0.43.24.71.3
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe86
US Fixed Income Commingled Funds Universe86
StrategyMRQ1 YR3 YR5 YR
High Yield Screened Fund (CF)2.77.29.95.2
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe3 Year86
US Fixed Income Commingled Funds Universe1 Year86
US Fixed Income Commingled Funds Universe1 QTR86
StrategyMRQ1 YR3 YR5 YR
Systematic Enhanced Long Credit (CF)2.55.44.4-2.0
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe1 QTR86
StrategyMRQ1 YR3 YR5 YR
Municipal Ladder SMA 10-20 Year2.68.03.60.4
UniverseAwardUniverse Count
MA Municipal Fixed Income Universe1 Year135
MA Municipal Fixed Income Universe1 QTR135
StrategyMRQ1 YR3 YR5 YR
Municipal Opportunities Fixed Income2.45.54.21.7
UniverseAwardUniverse Count
MA Intermediate Fixed Income Universe1 QTR157
MA Municipal Fixed Income Universe135
MA Municipal Fixed Income Universe135
StrategyMRQ1 YR3 YR5 YR
BlackRock Systematic Enhanced Inv Gr1.54.66.21.1
UniverseAwardUniverse Count
US Fixed Income Commingled Funds Universe86
StrategyMRQ1 YR3 YR5 YR
Corporate Ladder FI 1-5 Yr - SMA0.83.85.22.5
UniverseAwardUniverse Count
MA US Fixed Income Universe339
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Pan European Value Eq10.219.420.113.2
UniverseAwardUniverse Count
Europe Universe35
Europe Universe35
Europe Universe35
Europe Universe3 Year35
Europe Universe1 Year35
StrategyMRQ1 YR3 YR5 YR
Emerging Markets Alpha Tilts (CF)24.846.623.97.0
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe3 Year76
Global / Intl Equity Commingled Funds Universe1 Year76
Global / Intl Equity Commingled Funds Universe1 QTR76
StrategyMRQ1 YR3 YR5 YR
MSCI Emerging Markets Fund (CF)23.643.722.87.0
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe1 Year76
Global / Intl Equity Commingled Funds Universe1 QTR76
StrategyMRQ1 YR3 YR5 YR
CDN MSCI Emerging Markets Index23.744.223.07.1
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe1 Year76
Global / Intl Equity Commingled Funds Universe1 QTR76
StrategyMRQ1 YR3 YR5 YR
Impact Global Alpha Tilts16.026.121.812.6
UniverseAwardUniverse Count
Global / Intl Equity Commingled Funds Universe76
StrategyMRQ1 YR3 YR5 YR
Global Alpha Tilts Fund15.131.123.113.4
UniverseAwardUniverse Count
Global Equity UniverseBull / Bear663
StrategyMRQ1 YR3 YR5 YR
Target Alloc ETF Multi-Mgr All Eq16.725.820.4--
UniverseAwardUniverse Count
ETF Global Equity Universe3 Year39
ETF Global Equity Universe1 QTR39
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Gold Precious Metals-13.155.141.520.1
UniverseAwardUniverse Count
Global Equity Universe3 Year663
Global Equity Universe1 Year663
StrategyMRQ1 YR3 YR5 YR
BlackRock FE World Mining-2.761.520.612.5
UniverseAwardUniverse Count
Global Equity Universe1 Year663
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Taiwanese Equity Growth58.4141.753.628.8
UniverseAwardUniverse Count
Emerging Markets Universe3 Year284
Emerging Markets Universe1 Year284
Emerging Markets Universe1 QTR284
Intl Equity Universe3 Year948
Intl Equity Universe1 Year948
Intl Equity Universe1 QTR948
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Pan European Unconstr16.34.57.45.2
UniverseAwardUniverse Count
Europe Universe1 QTR35
StrategyMRQ1 YR3 YR5 YR
Canada CorePlus Universe Bond1.42.73.8-0.7
UniverseAwardUniverse Count
Global / Intl Fixed Income Commingled Funds Universe3 Year39
Global / Intl Fixed Income Commingled Funds Universe1 Year39
Global / Intl Fixed Income Commingled Funds Universe1 QTR39
StrategyMRQ1 YR3 YR5 YR
Hard Currency Emerging Market Debt6.215.014.25.1
UniverseAwardUniverse Count
Intl Fixed Income Universe3 Year147
Intl Fixed Income Universe1 Year147
Intl Fixed Income Universe1 QTR147
StrategyMRQ1 YR3 YR5 YR
Emerging Markets Corporate Bond Fund3.47.28.93.0
UniverseAwardUniverse Count
Global / Intl Fixed Income Commingled Funds Universe3 Year39
Global / Intl Fixed Income Commingled Funds Universe1 Year39
Global / Intl Fixed Income Commingled Funds Universe1 QTR39
StrategyMRQ1 YR3 YR5 YR
EMD Flexi Dynamic5.011.310.34.7
UniverseAwardUniverse Count
Global / Intl Fixed Income Commingled Funds Universe3 Year39
Global / Intl Fixed Income Commingled Funds Universe1 Year39
Global / Intl Fixed Income Commingled Funds Universe1 QTR39
StrategyMRQ1 YR3 YR5 YR
BlackRock 0/100 GA Tax-Aware Model1.85.6----
UniverseAwardUniverse Count
ETF Global Fixed Income Universe1 Year11
ETF Global Fixed Income Universe1 QTR11
StrategyMRQ1 YR3 YR5 YR
Target Alloc ETF Multi-Manager 90/1015.825.619.8--
UniverseAwardUniverse Count
ETF Global Balanced Universe3 Year350
Global / Intl Balanced Universe3 Year468
Global / Intl Balanced Universe1 QTR468
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ESG All Equity15.723.019.610.7
UniverseAwardUniverse Count
ETF Global Balanced Universe350
Global / Intl Balanced Universe468
Global / Intl Balanced Universe1 QTR468
StrategyMRQ1 YR3 YR5 YR
BlackRock 80/20 GA Selects Model12.717.716.29.9
UniverseAwardUniverse Count
ETF Global Balanced Universe350
StrategyMRQ1 YR3 YR5 YR
BlackRock 80/20 GA Tax-Aware Model12.817.916.210.0
UniverseAwardUniverse Count
MA Global/Intl Balanced Universe189
MA Global/Intl Balanced Universe189
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF Equity17.126.420.512.1
UniverseAwardUniverse Count
ETF Global Balanced Universe350
ETF Global Balanced Universe3 Year350
ETF Global Balanced Universe1 QTR350
Global / Intl Balanced Universe468
Global / Intl Balanced Universe3 Year468
Global / Intl Balanced Universe1 QTR468
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF 90/1016.126.119.811.6
UniverseAwardUniverse Count
ETF Global Balanced Universe350
ETF Global Balanced Universe3 Year350
ETF Global Balanced Universe1 QTR350
Global / Intl Balanced Universe468
Global / Intl Balanced Universe3 Year468
Global / Intl Balanced Universe1 QTR468
StrategyMRQ1 YR3 YR5 YR
BLK Target Allocation ETF 70/3012.821.316.59.3
UniverseAwardUniverse Count
Global / Intl Balanced Universe468
Global / Intl Balanced Universe468
StrategyMRQ1 YR3 YR5 YR
BLK TA Tax-Aware ETF Equity Model16.225.220.3--
UniverseAwardUniverse Count
ETF Global Balanced Universe3 Year350
ETF Global Balanced Universe1 QTR350
Global / Intl Balanced Universe3 Year468
Global / Intl Balanced Universe1 QTR468
StrategyMRQ1 YR3 YR5 YR
BLK TA Tax-Aware ETF 90/1015.724.419.311.1
UniverseAwardUniverse Count
ETF Global Balanced Universe350
Global / Intl Balanced Universe468
Global / Intl Balanced Universe1 QTR468
StrategyMRQ1 YR3 YR5 YR
BLK TA Tax-Aware ETF 70/3012.620.816.08.9
UniverseAwardUniverse Count
Global / Intl Balanced Universe468
StrategyMRQ1 YR3 YR5 YR
TA Tax-Aware MM w. Alts Equity Model14.723.319.210.6
UniverseAwardUniverse Count
Global / Intl Balanced Universe468
StrategyMRQ1 YR3 YR5 YR
TA Mlt-Mgr w. Alts Equity Model15.624.519.211.1
UniverseAwardUniverse Count
Global / Intl Balanced Universe468
StrategyMRQ1 YR3 YR5 YR
BlackRock FE European Sustainable Eq17.619.315.88.2
UniverseAwardUniverse Count
Europe Universe1 QTR35
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Japanese Sm Cap Stock15.936.726.810.5
UniverseAwardUniverse Count
Japan Universe3 Year22
Japan Universe1 Year22
Japan Universe1 QTR22
StrategyMRQ1 YR3 YR5 YR
BlackRock FE Japan SMID Cap Equity14.232.523.88.3
UniverseAwardUniverse Count
Japan Universe3 Year22
Japan Universe1 Year22
Japan Universe1 QTR22
StrategyMRQ1 YR3 YR5 YR
BlackRock 100/0 GA Selects Model16.523.619.412.3
UniverseAwardUniverse Count
ETF Global Equity Universe3 Year39


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 QTR 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.

1 Year 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 Year 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 Criteria: 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 QTR 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 QTR PSN Top Guns is strictly prohibited, not advised, and not permitted by YCharts.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of YCharts. 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 YCharts

Because of the possibility of human or mechanical error by YCharts sources or others, YCharts 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 YCharts 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 YCharts. 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 YCharts.

Because of the possibility of human or mechanical error by YCharts sources or others, YCharts 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 YCharts 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.