©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. MSCI has established an information barrier between equity index research and certain Information. He also has partial research coverage for the consumer sectors. Performance results reflect past performance and are no guarantee of future results. Javascript is required. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. × Welcome to Dividend.com ... BlackRock Health Sciences Opportunities Portfolio mutual fund. Mr. DeSpirito earned a BS degree in economics with a concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania and a JD degree, magna cum laude, from Harvard Law School. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Get insights. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. investment, market cap and category. 0.81%. investment, market cap and category. MKDVX | A complete BlackRock Equity Dividend Fund;K mutual fund overview by MarketWatch. Under normal circumstances, it will invest at least 80% of its assets in equity securities and at least 80% of its assets in dividend paying securities. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. The metrics below have been provided for transparency and informational purposes only. Research information including fund fees, cost projections and minimum investments for BlackRock Equity Dividend Fund. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. The latest fund information for BlackRock Global Equity D Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. BLACKROCK EQUITY DIVIDEND FUND INVESTOR C SHARES- Performance charts including intraday, historical charts and prices and keydata. U.S. large-cap value portfolio of high quality companies . None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Get insights. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. Invests in companies with a greater potential for dividend growth . During the ten-year period shown in the bar chart, the highest return for a quarter was 12.92% (quarter ended December 31, 2003) and the lowest return for a quarter was –19.28% (quarter ended December 31, 2008). MCDVX: BlackRock Eq Dividend C - Fund Performance Chart. Dividend.com: The #1 Source For Dividend Investing. Under normal circumstances, it will invest at least 80% of its assets in equity securities and at least 80% of its assets in dividend paying securities. Fund Perf. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will deliver a weighted pillar score above a predetermined threshold within its peer group. Franco also holds a BA of Arts with a major in Economics from Harvard University where he graduated with honors. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Find our live Blackrock Equity Dividend Fund Investor C Shares fund basic information. BlackRock Equity Dividend Instl MADVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. This site is protected by reCAPTCHA and the Google Learn more about mutual funds at … Quote . It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). These risks may be heightened for investments in emerging markets. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. View mutual fund news, mutual fund market and mutual fund interest rates. The BlackRock Equity Dividend Fund has amassed a record of strong performance through diverse market environments by focusing on companies that pay and grow their dividends. BlackRock Equity Dividend Fund . For newly launched funds, sustainability characteristics are typically available 6 months after launch. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. Learn more about mutual funds at … CHF: 0,80%: EUR-7,42% +10,95% +23,84% – – Invesco Global Equity Income Fund A: LU0607513230: 383,22 Mio. Invests in companies with a greater potential for dividend growth . Terms of Service apply. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Net Expense Ratio excluding Investment Related Expenses is 1.66%. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Interactive chart displaying fund performance. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Silver. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Learn How to Read a Morningstar Analyst Report. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Equity Dividend Fund How To Buy. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. Each class of mutual fund shares is distinguished by their specific load fees and … View & analyze the MCDVX fund chart by total assets, risk rating, Min. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. See BlackRock Equity Dividend Fund (MADVX) mutual fund ratings from all the top fund analysts in one place. Investor A: MDDVX • Investor C: MCDVX • Institutional: MADVX • Class R: MRDVX . BlackRock Equity Dividend’s clear purpose and discipline earn its cheapest share classes Morningstar Analyst Rating upgrades to Silver from Bronze, while its pricier shares get Bronze and Neutral under Morningstar's revised rating methodology. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. Visit your brokerage today to see how you can get started. All returns assume reinvestment of all dividends. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Franco Tapia, CFA, Managing Director, is Co-Director of Research for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group. View mutual fund news, mutual fund market and mutual fund interest rates. Prior to his role at Pzena, Franco worked as a consultant at the Boston Consulting Group, and earlier as a financial advisor within the Private Client Group at Morgan Stanley. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Read the prospectus carefully before investing. User rankings according to the performance of their sentiments for the Blackrock Equity Dividend Fund Investor C Shares fund. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.79%. Get information about the top portfolio holding of the BlackRock Equity Dividend Inv C (MCDVX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. MDDVX | A complete BlackRock Equity Dividend Fund;Investor A mutual fund overview by MarketWatch. The latest fund information for BlackRock UK Equity D Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Equity Dividend Fund As of 12/31/2020 | Class K: MKDVX | Class R: MRDVX | Institutional: MADVX | Investor A: MDDVX | Investor C: MCDVX | Service: MSDVX U.S. large-cap value portfolio of high quality companies Invests in companies with a greater potential for dividend growth Morningstar has awarded the Fund a Silver medal. Equity Dividend Fund As of 12/31/2020 | Class K: MKDVX | Class R: MRDVX | Institutional: MADVX | Investor A: MDDVX | Investor C: MCDVX | Service: MSDVX U.S. large-cap value portfolio of high quality companies Invests in companies with a greater potential for dividend growth Morningstar has awarded the Fund a Silver medal. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. Actions. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. Get instant access to a free live streaming Blackrock Equity Dividend Fund Investor C Shares chart. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Average Annual Total Returns : 1 Year : 5 Years : … BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Equity Dividend Fund As of 12/31/2020 | Class K: MKDVX | Class R: MRDVX | Institutional: MADVX | Investor A: MDDVX | Investor C: MCDVX | Service: MSDVX U.S. large-cap value portfolio of high quality companies Invests in companies with a greater potential for dividend growth Seeks lower volatility equity returns Morningstar has awarded the Fund a Bronze medal. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. nav … All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Jul 31, 2020. USD: 1,70%: USD-5,55%-2,21% +5,11% – – BGF European Equity Income: LU0562822386: 1,57 Mrd. Analyze the Fund BlackRock Equity Dividend Fund Institutional Shares having Symbol MADVX for type mutual-funds and perform research on other mutual funds. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. BlackRock Equity Dividend K MKDVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. BlackRock Mid-Cap Growth Equity Inv C BMGCX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. See fees data for BlackRock Equity Dividend Fund (MDDVX). Profile. Mr. Zhao is a Portfolio Manager for the BlackRock Equity Dividend portfolios. Franco holds a MBA from The Wharton School of the University of Pennsylvania, where he graduated as a Palmer Scholar. BlackRock UK Income Fund Class A Acc . 4 . Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Feb 05, 2021, 4:07 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Analyze the Fund BlackRock Equity Dividend Fund Investor A Shares having Symbol MDDVX for type mutual-funds and perform research on other mutual funds. BlackRock Fundamental Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. share class Inst (MADVX) Inst (MADVX) Primary C (MCDVX) A (MDDVX) Retirement (MRDVX) S (MSDVX) Retirement (MKDVX) MADVX (Mutual Fund) BlackRock Equity Dividend Fund Dividend policy Active Price as of: JAN 28, 07:00 PM EDT $20.07 -0.42 0% primary theme U.S. Large-Cap Value Equity share class Inst (MADVX) Inst (MADVX) Primary C (MCDVX) A (MDDVX) Retirement (MRDVX) S (MSDVX) Retirement … Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. The Institutional share class carries an annual expense ratio of 0.70% of assets, and fees go … For passive strategies, process receives an 80% weighting, while people and parent each receive a 10% weighting. This analysis can provide insight into the effective management and long-term financial prospects of a fund. David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University. https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. MDDVX | A complete BlackRock Equity Dividend Fund;Investor A mutual fund overview by MarketWatch. See BlackRock Equity Dividend Fund (MKDVX) mutual fund ratings from all the top fund analysts in one place. Review the MSCI methodology behind Sustainability Characteristics, using links below. Review the MSCI methodology behind the Business Involvement metrics, using links below. Current performance may be lower or higher than the performance data quoted. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Mr. DeSpirito has managed value equity assets since 1996, serving as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. Since Inception: 1,604.31. Mr. DeSpirito joined BlackRock in 2014. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. , using links below ) Related funds - discover similar funds, sustainability into! Form of dividends and Return help everyone experience financial well-being Northwestern University and charges expenses... User rankings according to the level of expected positive net alpha relative to Morningstar peers! Including intraday, historical data and independent Analysis including NAV, star rating, Min are..., social, and charges and expenses before investing, illiquidity and.... Management team ’ s prospectus, blackrock equity dividend fund class c fund documents, and governance ( ESG risks... 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