BlackRock Exchange BlackRock
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Phone: 800-441-7762
| Category: | Large Blend | | Fund Family: | BlackRock | | Net Assets: | 197.72M | | Year-to-Date Return: | 18.51% | | Yield: | 1.76% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Dec-76 |
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Jeffrey R. Lindsey
Lead Manager since
01-Dec-02 | | | Lindsey, CFA, is Managing Director, Portfolio Manager of BlackRock?s Large Cap Growth Equity team since January 2005. Prior thereto, he was Chief Investment Officer-Growth of State Street Research & Management, overseeing all growth and core products. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital and income. The fund invests largely in a diversified and supervised portfolio of common stocks, or securities convertible into common stocks, believed by management to have growth potential over the years. It also may buy or sell options or futures on a security or an index of securities. |
| Last Dividend
(23-Jul-09):
| 1.25 | | Last Cap Gain
(29-Dec-00):
| 11.01 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 70.87% |
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| Expense | STSEX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 203 | $774 | | 5 Yr Expense Projection*: |
$ 357 | $1,287 | | 10 Yr Expense Projection*: |
$ 806 | $2,366 |
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2.03% Nasdaq 
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