BlackRock Small Cap Value Instl
800 Scudders Mill Road, Plainboro NJ 08536,
Map
Phone: 800-441-7762
| Category: | Small Blend | | Fund Family: | BlackRock | | Net Assets: | 11.23M | | Year-to-Date Return: | -4.07% | | Yield: | 0.57% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Apr-92 |
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Wayne J. Archambo
Lead Manager since
01-Jan-02 | | | Archambo serves as lead portfolio manager and is responsible for coverage of stocks. He joined BlackRock in 2002 as a lead portfolio manager. He has over 25 years of investment experiencePrior to joining BlackRock in 2002, he was a founding partner and manager of Boston Partners Asset Management, L.P.'s small and mid-cap value equity products since the firm's inception in 1995. Archambo holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $2,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities issued by U.S. small capitalization comparable in size to the companies in the Russell 2000 Value Index (between approximately $7.8 million to $3.2 billion as of December 31, 2008). It primarily buys common stocks but also can invest in preferred stocks and securities convertible into common and preferred stock. The fund may buy or sell options or futures on a security or an index of securities. |
| Last Dividend
(4-Dec-08):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 1.51 | | Annual Holdings Turnover
| 159.00% | | Average for Category:
| 98.81% |
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| Expense | PNSEX | Category
Avg | | Total Expense Ratio: | 0.98%
| 1.43% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.40% | | 3 Yr Expense Projection*: |
$357 | $621 | | 5 Yr Expense Projection*: |
$634 | $988 | | 10 Yr Expense Projection*: |
$1,425 | $1,968 |
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0.45% Nasdaq 
0.20%
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