Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| BLACKROCK ENERGY OPPORTUNITIES INV A (BACAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ENERGY OPPORTUNITIES FD INST (BACIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MULTI ASSET INCM PORT INV A (BAICX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK REAL ESTATE SEC INV A (BAREX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK STRATEGIC INCM OPPTY INV A (BASIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ISHARES TOTAL US STOCK MKT INDEX INV A (BASMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE COREALPHA BOND A (BCRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLBL LONG SHORT EQTY INV A (BDMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLBL LONG SHORT EQTY INST (BDMIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK CORE BD PORT CL INSTL (BFMCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LOW DURATION BOND INSTITUTIONA (BFMSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK FLOATING RATE INCM PORT INV A (BFRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK FLOATING RATE INCM PORT INSTL (BFRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLBL LONG SHORT CREDIT INV A (BGCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLBL LONG SHORT CREDIT INSTL (BGCIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GNMA INSTL (BGNIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK TECH OPPORTUNITIES INV A (BGSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK TECH OPPORTUNITIES FD INST (BGSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HIGH YIELD BD INV A (BHYAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HIGH YIELD BOND INSTL (BHYIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK SUST ADVT COREALPHA BOND A (BIAAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLOBAL DIVIDEND PORTFOLIO INST (BIBDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK 60 40 TARGET ALLOC INST (BIGPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MULTI ASSET INCM PORT INST (BIICX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK EVENT DRIVEN EQTY FD INST (BILPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK SYSTEMATIC MULTI STRATEGY FD I (BIMBX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK SHORT OBLIGATIONS FD INST (BISOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MANAGED INCOME INV A (BLADX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LOW DURATION BD INV A (BLDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE EMRG MKT FD INST (BLSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE LARGE CAP GWTH INV A (BMCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HIGH EQUITY INCOME FD INST (BMCIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HIGH EQUITY INCOME INV A (BMEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MID CAP GROWTH EQUITY INV A (BMGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ISHARES US AGGREGATE BD INDEX INV A (BMOAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK INCOME FD INST (BMSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK INFLATION PROTECTED BD INV A (BPRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK INFLATION PROTECTED BD INSTL (BPRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK INTERNATIONAL OPPORTUNITY INV (BREAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ISHARES RUSSELL MID CAP INDEX INV A (BRMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE INTL INV A (BROAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK STRATEGIC INCM OPPTY INSTL (BSIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MID CAP GROWTH EQUITY PORT INS (CMGIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE SMALL CAP GWTH INV A (CSGEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LARGE CAP FOCUS VALUE I (MABAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK CA MUNI OPPTY INSTL (MACMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK EMERGING MKTS INST (MADCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK EQTY DIV INST CL (MADVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK EUROFD I (MAEFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK FOCUS GROWTH FUND INC INSTL (MAFOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK TOTAL RETURN CL INSTL (MAHQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ISHARES MSCI EAFE INTL INDEX INST (MAIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK INTERNATIONAL FD INSTL (MAILX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLOBAL ALLOCATION FUND CL I (MALOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE LARGE CAP CORE FD IN (MALRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE LARGE CAP VALUE FD I (MALVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK STRAT MUNI OPPTY INST (MAMTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MUNICIPAL NATIONAL I (MANLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HIGH YIELD MUNI FD INST CL (MAYHX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LARGE CAP FOCUS VALUE A (MDBAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK BALANCED CAPITAL INV A (MDCPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK EMERGING MKTS INV A (MDDCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK EQUITY DIVIDEND INV A (MDDVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LONG HORIZON EQTY INV A (MDEGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK CAPITAL APPREC INV A (MDFGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LARGE CAP FOCUS GROWTH INV A (MDFOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE GLOBAL INV A (MDGCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK NATURAL RESOURCES INV A (MDGRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK TOTAL RETURN INV A (MDHQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ISHARES MSCI EAFE INTL INDEX INV A (MDIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK GLOBAL ALLOCATION INV A (MDLOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE LARGE CAP CORE INV A (MDLRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK LATIN AMERICA INV A (MDLTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE LARGE CAP VALUE INV (MDLVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MUNICIPAL NATIONAL INV A (MDNLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK MID CAP VALUE A (MDRFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ISHARES RUSSELL 2000 SMALL CAP INDEX INV (MDSKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK STRATEGIC GLOBAL BD INV A (MDWIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HIGH YIELD MUNI INV A (MDYHX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK NY MUNI OPPTY INV A (MENKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK TACTICAL OPPORTUNITIES FUND IN (PBAIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK TACTICAL OPPORTUNITIES INV A (PCBAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK U.S. GOVT BOND PORT INST CL (PNIGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK ADVANTAGE SMALL CAP GWTH FD IN (PSGIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HEALTH SCIENCES OPPORTUNITIES (SHSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| BLACKROCK HEALTH SCIENCES OPPORTUNITIES (SHSSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.