BlackRock Long-Horizon Equity Fund
Data updated: 2026-09-25
C000250247 — BlackRock Long-Horizon Equity Fund. United States Large Cap Blend / Core Equity · $953.92M AUM. Holdings, fees, performance and SEC filings.
C000250247 Fund Overview
BlackRock Long-Horizon Equity Fund is a US mutual fund managed by BlackRock Long-Horizon Equity Fund, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: BlackRock Long-Horizon Equity Fund
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $953.92M
- 1-year return: 31.5%
- SEC CIK: 0001324285
- SEC series ID: S000002718
- Share class ID: C000250247
C000250247 Investment Objective and Strategy
BlackRock Long-Horizon Equity Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by BlackRock Long-Horizon Equity Fund.
Investment objective
The investment objective of the BlackRock Long-Horizon Equity Fund (the “Fund”) is to provide high total investment return.
Principal investment strategy
The Fund seeks to achieve its investment objective through a fully managed investment policy utilizing global equity securities. The Fund will, under normal circumstances, invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. Equity securities include common stock, preferred stock, convertible securities, warrants, and securities or other instruments whose price is linked to the value of common stock. The combination of equity securities will be varied from time to time both with respect to types of securities and markets and in response to changing market and economic trends. In making investment decisions, Fund management conducts bottom-up, company-specific, research to identify stocks it believes have the potential to produce attractive total returns over a long-term investment horizon.
In selecting equity investments, the Fund mainly seeks securities that Fund management believes are undervalued. When choosing investments, Fund management considers various factors, including opportunities for equity investments to increase in value, expected dividends, and interest rates. The Fund may invest in the securities of companies of any market capitalization. The Fund may invest a portion of its assets in securities directly or indirectly secured by real estate or interests therein or issued by companies that invest in real estate or interests therein such as stock, bonds or convertible bonds issued by real estate investment trusts (REITs). The Fund may use derivatives, including options, futures, indexed securities, inverse securities, swaps and forward contracts both to seek to increase the return of the Fund and to hedge (or protect) the value of its assets against adverse movements in currency exchange rates, interest rates, and movements in the securities markets.
The Fund has no geographic limits on where it may invest. The Fund may invest in both developed and emerging markets. When choosing investment markets, Fund management considers various factors, including economic and political conditions, potential for economic growth and possible changes in currency exchange rates. In addition to investing in foreign securities, the Fund actively manages its exposure to foreign currencies through the use of forward currency contracts and other currency derivatives. The Fund may own foreign cash equivalents or foreign bank deposits as part of the Funds investment strategy. The Fund may invest in non-U.S. currencies. The Fund may underweight or overweight a currency based on the Fund management teams outlook. In addition to its 80% policy set out above, the Fund may invest up to 20% of its net assets (plus any borrowings for investment purposes) in cash investments if prospective equity returns are expected to be unattractive.
Furthermore, for temporary defensive purposes and in case of unusually large cash inflows or redemptions, the Fund may invest without limitation in cash, cash equivalents, money market securities, such as U.S. Treasury and agency obligations, other U.S. Government securities, short term debt obligations of corporate issuers, certificates of deposit, bankers acceptances, commercial paper (short term, unsecured, negotiable promissory notes of a domestic or foreign issuer) or other high quality fixed-income securities.
C000250247 Holdings
Top 10 holdings of BlackRock Long-Horizon Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| ASML Holding NV | 8.96% |
| Howmet Aerospace, Inc. | 8.90% |
| Amazon.com, Inc. | 8.87% |
| Alphabet, Inc. | 7.42% |
| Airbus SE | 6.58% |
| Mastercard, Inc. | 5.17% |
| Rolls-Royce Holdings plc | 5.03% |
| Visa, Inc. | 4.97% |
| Trane Technologies plc | 4.55% |
| Broadcom, Inc. | 4.42% |
C000250247 Portfolio Allocation
Asset-class allocation of BlackRock Long-Horizon Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.2% |
| Cash & Equivalents | 0.8% |
C000250247 Performance
Total returns for C000250247 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 11.5% |
| 1 year | 31.5% |
| 3 years (annualised) | 11.4% |
C000250247 Risk Information
Risk metrics for C000250247, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 21.2%
C000250247 Costs and Fees
C000250247 costs about $86 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.86%
- Gross expense ratio: 0.87%
- Portfolio turnover: 79%
- Brokerage commissions: 1.74 bps of average net assets (SEC N-CEN)
C000250247 Cashflows
Over the 12 months to 2026-04, BlackRock Long-Horizon Equity Fund had net outflows of $617.92M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$21.38M |
| 2026-03 | −$29.44M |
| 2026-02 | −$12.79M |
| 2026-01 | −$23.90M |
| 2025-12 | −$14.16M |
| 2025-11 | −$9.80M |
C000250247 Debt Constituents
No individual debt constituents are reported in BlackRock Long-Horizon Equity Fund's latest SEC N-PORT filing.
C000250247 Prospectus and SEC Filings
Official BlackRock Long-Horizon Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-08-24
- Prospectus (485BPOS) — filed 2025-08-27
- Prospectus (485BPOS) — filed 2024-08-28
- Portfolio holdings (N-PORT) — filed 2026-09-25
- Portfolio holdings (N-PORT) — filed 2026-06-26
- Portfolio holdings (N-PORT) — filed 2026-03-27
- Annual census (N-CEN) — filed 2025-07-11
- Annual census (N-CEN) — filed 2024-07-12
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.