BlackRock Equity Dividend Inv A
Blackrock Equity Dividend Fund100 Bellevue ParkwayPlainsboro, NJ 08536
Map
Phone: 800-441-7762
| Category: | Large Value | | Fund Family: | BlackRock | | Net Assets: | 28.00B | | Year-to-Date Return: | 8.35% | | Yield: | 1.92% | | Morningstar Rating: |  | | Fund Inception Date: | Oct 20, 1994 |
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David J. Cassese
Lead Manager since Aug 8, 2011 | | | David Cassese, CFA, Director, is an Associate Portfolio Manager on BlackRockâs Equity Dividend/Natural Resources team, focusing on the Consumer, Healthcare and Information Technology sectors.
Prior to joining BlackRock, David was a portfolio manager with Oppenheimer Capital, a subsidiary of Allianz Global Investors Capital, where he managed the firm's Paired Alpha Fund, a fundamentally based market neutral generalist fund. He was also a consumer sector analyst for a number of other diversified funds at Oppenheimer. Previously, David was a research analyst for SAC Capital. David began his investment career as a research analyst for T.Rowe Price 1998.
David earned a BA degree in Economics from Duke University in 1998. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 1,000 | | 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 long-term total return and current income.
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% of its assets in equity securities and at least 80% of its assets in dividend paying securities. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. It may also invest in convertible securities and non-convertible preferred stock. The fund may invest up to 25% of its total assets in securities of foreign issuers. |
| Last Dividend
(Apr 16, 2013)
:
| 0.10 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 3.00% | | Average for Category: | 91.94% |
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| Expense | MDDVX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.98% | 1.21% | | Prospectus Net Expense Ratio: | 0.99% | N/A | | Prospectus Gross Expense Ratio: | 0.99% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.25% | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 824 | 533 | | 5 Yr Expense Projection*: | 1,043 | 833 | | 10 Yr Expense Projection*: | 1,674 | 1,678 |
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0.06(0.27%) May 21