Blackrock Equity Dividend Fund Quote

MSDVX Fund  USD 21.03  0.14  0.67%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Blackrock Equity is trading at 21.03 as of the 23rd of November 2024; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 20.89. Blackrock Equity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Blackrock Equity Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities and at least 80 percent of its assets in dividend paying securities. More on Blackrock Equity Dividend

Moving together with Blackrock Mutual Fund

  0.68MKCPX Blackrock BalancedPairCorr
  0.84MKDVX Blackrock Equity DividendPairCorr

Moving against Blackrock Mutual Fund

  0.56BRAMX Bats Series MPairCorr
  0.46BRACX Bats Series CPairCorr
  0.39MKMTX Blackrock StrategicPairCorr
  0.37MKNKX Blackrock New YorkPairCorr

Blackrock Mutual Fund Highlights

Fund ConcentrationBlackRock Funds, Large Value Funds, Large Value, BlackRock, Large Value, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of August 2022
Fiscal Year EndApril
Blackrock Equity Dividend [MSDVX] is traded in USA and was established 23rd of November 2024. Blackrock Equity is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Value category and is part of BlackRock family. This fund now has accumulated 19.08 B in assets with no minimum investment requirementsBlackrock Equity Dividend is currently producing year-to-date (YTD) return of 13.59% with the current yeild of 0.02%, while the total return for the last 3 years was 6.63%.
Check Blackrock Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Equity Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Blackrock Equity Dividend Mutual Fund Constituents

DOWDow IncStockMaterials
ORCLOracleStockInformation Technology
MOAltria GroupStockConsumer Staples
AIGAmerican International GroupStockFinancials
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
More Details

Blackrock Equity Dividend Risk Profiles

Blackrock Equity Against Markets

Other Information on Investing in Blackrock Mutual Fund

Blackrock Equity financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Equity security.
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