Nasdaq - Delayed Quote • USD
BlackRock Equity Dividend Fund Investor C1 Shares (BEDCX)
At close: 8:00 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.40% |
| Worst 1Y Total Return | -7.93% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 7.58% |
| 5y Average Return | 8.59% |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BEDCX | Category Average | BEDCX | Category Average | BEDCX | Category Average | |
| Alpha | -3.58 | -0.06 | -1.85 | -0.05 | -1.69 | -0.03 |
| BETA | 0.92 | 0.01 | 0.92 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.81 | 0.01 | 0.81 | 0.01 | 0.9 | 0.01 |
| R-squared | 92.78 | 0.88 | 91.7 | 0.87 | 93.41 | 0.88 |
| Standard Deviation | 11.53 | 0.2 | 11.4 | 0.16 | 11.46 | 0.15 |
| Sharpe Ratio | 0.69 | 0.01 | 0.75 | 0.01 | 0.89 | 0.01 |
| Treynor Ratio | 8.43 | 0.11 | 9 | 0.11 | 11.24 | 0.1 |
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