BlackRock Long-Horizon Equity Inv B
Blackrock Global Dynamic Equity Fund100 Bellevue ParkwayPlainoboro, NJ 08536
Map
Phone: 800-441-7762
| Category: | World Stock | | Fund Family: | BlackRock | | Net Assets: | 629.95M | | Year-to-Date Return: | 4.49% | | Yield: | 1.69% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 3, 2005 |
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Dennis Stattman
Lead Manager since Nov 3, 2005 | | | Mr. Stattman, Senior Portfolio Manager, is head of the BlackRock Global Allocation team and a member of the Leadership Committee and Central Strategy Group. Mr. Stattmanâs service with the firm dates back to 1989, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Mr. Stattman joined Merrill Lynch Investment Managers in 1989 as an Associate Portfolio Manager of the Merrill Lynch Global Allocation Fund. Mr. Stattman was named Senior Portfolio Manager of the Merrill Lynch Global Allocation Fund in September 2002. From September of 1989 through February 1996, he was also Senior Portfolio Manager of the Merrill Lynch Special Value Fund. Prior to joining MLIM, Mr. Stattman served as the Director of Research for Meridian Management Company, and as Pension Investment Officer for the World Bank. Mr. Stattman earned a B.S. in Commerce from the University of Virginia in 1973 and an M.B.A. with honors from the University of Chicago in 1980. He is a CFA Charterholder. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 100 | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks to provide high total investment return.
The fund seeks to achieve its investment objective through a fully managed investment policy utilizing global equity securities. It will, under normal circumstances, invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund may invest in the securities of companies of any market capitalization. It has no geographic limits in where it may invest. The fund may invest in both developed and emerging markets. |
| Last Dividend
(Dec 18, 2012)
:
| 0.22 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 112.00% | | Average for Category: | 59.11% |
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| Expense | MBEGX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.12% | 1.35% | | Prospectus Net Expense Ratio: | 2.13% | N/A | | Prospectus Gross Expense Ratio: | 2.13% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.43% | | Max Deferred Sales Load:
| 4.50% | 2.17% | | 3 Yr Expense Projection*: | 1,017 | 744 | | 5 Yr Expense Projection*: | 1,344 | 1,113 | | 10 Yr Expense Projection*: | 2,248 | 2,235 |
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0.01(0.07%) May 24