The investment return and principal value of an investment will fluctuate; thus an investor’s shares, when redeemed, may … I consult or invest on behalf of a financial institution. The Investor A front-end sales charges can be reduced or eliminated through one or a combination of the following: the Right of Accumulation, a Letter of Intent, the Reinstatement Privilege, quantity discounts or an applicable waiver of the sales charge. Fund portfolio statistics change over time. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. The amount eligible for this "Reinstatement Privilege" may not exceed the amount of your redemption proceeds and is only allowed once per year. Best to use DWCPF, which is the Dow Jones Total Completion U.S. Index that the Blackrock Extended Market Index Fund tries to match. The Fund invests in equity securities (e.g. The S Fund is invested in the Blackrock fund, which has no ticker symbol. Although Summit seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The dealer reallowance indicated will apply up to the indicated breakpoint (so that, for example, a sale of $4 million worth of Investor A Shares in an equity fund will result in a placement fee of 1.00% on the first $3 million and 0.50% on the final $1 million). ("BTC"). An investment in Summit is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. In cases where the Distributor acts as a dealer, it will not receive a placement fee on NAV purchases of more than $1 million of Investor A Shares. Learn more about mutual funds at fidelity.com. The criterion for selection of investments shall be the Benchmark listed herein. CDSC of 1.00% is applied if withdrawal is made within one year of purchase.*. However, there is a CDSC (contingent deferred sales charge) of up to 1.00% of the offering price or the NAV of the shares on the redemption date (whichever is less) for shares redeemed within 18 months of purchase. BLACKROCK U.S. EQUITY MARKET F- Performance charts including intraday, historical charts and prices and keydata. Only purchases up to $500,000 per trade are permitted in Investor C shares. The following reallowance/placement fee to dealers will apply to most, Tax-Free Fixed Income Funds (Please see exception below for Short-Term Municipal), All Equity, Multi-Asset and Fixed Income Funds*, Equity Goal Based and Target Date (Excluding BlackRock College 2020 Option and BlackRock College Enrollment Option), Fixed Income Funds and BlackRock 2020 Enrollment Option. In cases where the Distributor acts as a dealer, it will not receive a placement fee on NAV purchases of more than $1 million of Investor A Shares. Returns are shown net of advisory fees paid by the Fund and net of the Fund's operating fees and expenses. May be lower on funds that have set a lower breakpoint for purchasing Investor A shares without a front-end sales charge. The fund may use derivatives to hedge its investments or to seek to enhance returns. It is the financial intermediary’s responsibility to ensure that the shareholder is credited with the proper holding period. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. You could lose money by investing in Summit. *$250K NAV Breakpoints are not applicable to CollegeAdvantage 529. The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE All Share Index, the Fund’s benchmark index. View mutual fund news, mutual fund market and mutual fund interest rates. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Depending on the amount of the purchase, you may qualify for a reduction in the sales charge. © 2021 Insider Inc. and finanzen.net GmbH (Imprint). If a dealer waives its right to receive a dealer reallowance, the fund may, at its own discretion, waive the CDSC related to NAV purchases of Investor A Shares. Made In NYC | As of November 23, 2020 (the "Effective Date"), certain financial intermediaries, may not have been tracking such holding periods and therefore may not be able to process such conversions. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. There is no deferred sales charge for the BlackRock Money Market Option; however, if you transfer assets from other Investment Options to the BlackRock Money Market Option and then withdraw from the BlackRock Money Market Option within the one-year holdings period that applied to the original Investment Option, the applicable contingent deferred sales charge that applied to the original Investment Option will continue to apply. To reach a different BlackRock site directly, please update your user type. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. The Investor A front-end sales charges can be reduced or eliminated through one or a combination of the following: the Right of Accumulation, a Letter of Intent, the Reinstatement Privilege, quantity discounts or an applicable waiver of the sales charge. The amount eligible for this "Reinstatement Privilege" may not exceed the amount of your redemption proceeds and is only allowed once per year. 5 The Distributor may pay a dealer reallowance or placement fee to the dealer as shown on NAV purchases of Investor A shares. A contingent deferred sales charge of 1.00% is assessed on certain withdrawals of investments in Class A Units made within 18 months after purchase where no initial sales charge was paid at time of purchase as part of an investment of $1,000,000 or more. shares) of companies that make up the benchmark index. The Extended Equity Market Fund (the “Fund”) is an index fund that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index. Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. NAV purchases at specified breakpoints on BlackRock fixed income funds may be subject to a CDSC if liquidated within 9 months of purchase as follows: Short-Term Municipal: 0.25%. The information on this web site is intended for U.S. residents only. Prior to the Class K Shares inception date of March 28, ... open-end management investment company. You may also qualify for a complete waiver of the sales charge on Investor A shares or of the contingent deferred sales charge on Investor C shares under certain circumstances. If you redeem Investor A or Institutional shares and within 90 days buy new Investor A Shares of the same or another fund, you will not pay a sales charge on the new purchase amount. These fees are paid over the life of the investment and you receive 1.00% immediately and ongoing trails that begin in the 13th month, subject to certain broker/dealer payout policies. Analyze the Fund BlackRock LifePath ® Index 2040 Fund Class K Shares having Symbol LIKKX for type workplacefunds and perform research on other mutual funds. Class I- Purchased with no initial sales charge, no CDSC charge applied and no ongoing sales charge. See the funds' prospectuses for more information. The dealer reallowance indicated will apply up to the indicated breakpoint (so that, for example, a sale of $4 million worth of Investor A shares in a fixed income fund will result in a dealer reallowance of 0.50% on the first $3 million and 0.25% on the final $1 million). The Investor A front-end sales charges can be reduced or eliminated through one or a combination of the following: the Right of Accumulation, a Letter of Intent, the Reinstatement Privilege, quantity discounts or an applicable waiver of the sales charge. Investors who purchase shares of the Fund through an investment adviser or other financial professional may separately pay a fee to that service provider. 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