Each portfolio reflects your client’s individual personality, from their risk tolerance to their values. With over 30 fixed income, equity and multi-asset strategies and over 20 social screens, there are thousands of possible customizations. Current and Historical Performance Performance for BlackRock Eq Dividend A on Yahoo Finance. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. BlackRock ® Diversified Income Portfolio ... dividend equities, preferred stocks, and REITs. Investment strategy. BDJ is UP 3% since the begininning of the year. Municipal securities may not be suitable for all investors. It will boost BlackRock's SMA assets by approximately 30% to $160 billion. Compare momentum and price performance. Personalization at the individual security level, including sector/stock restrictions and ESG screens. Each account can be customized to meet specific client goals, like sustainable investing. There may be less information available on the financial condition of issuers of municipal securities than for public corporations. Some investors may be subject to Alternative Minimum Tax (AMT). BDJ is UP 16% ABOVE 200 day SMA. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. You should consult your tax or legal advisor regarding such matters. 32 portfolio managers* can be partners to your practice, navigating client conversations & providing personalized services for your clients & advisors across all platforms. EARNINGS … The year-to-date return as of September … Build your own portfolio, stress test it and generate a proposal in minutes. A Separately Managed Account provides direct ownership of securities … BlackRock Enhanced Equity Dividend Trust (BDJ) Key Stats Comparison: compare with other stocks by metrics: valuation, growth, profitability, momentum, EPS revisions, dividends, ratings. This investment strategy seeks long-term capital appreciation, and to a lesser extent, current income. Stock and bond values fluctuate in price so the value of your investment can go down depending upon market conditions. BlackRock manages two mutual funds known as the BlackRock Global Allocation Fund and the BlackRock Equity Dividend Fund (the “Advisory Funds”). With BlackRock Separately Managed Accounts (SMAs), you can create customized portfolios for your most complex clients and have more time to focus on what matters to you. BlackRock, Inc. is an American multinational investment management corporation based in New York City.Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with $8.67 trillion in assets under management as of January 2021. Under normal circumstances, the fund invests at least 80% of its total assets in dividend-paying U.S. exchange-traded equity securities ("Equity Securities") and will opportunistically utilize an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on such Equity Securities. The firm’s SMA franchise specializes in providing customized actively-managed fixed income, equity, and multi-asset strategies. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Portfolios tailored to your clients’ objectives and liquidity needs. Image source: Getty Images. Selection of this strategy indicates a willingness to assume a risk level that at times may be greater than that of the US stock market in general. Two significant risks related to fixed income investing are interest rate risk and credit risk. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. Some investors may be subject to Alternative Minimum Tax (AMT). 1. MDDVX | A complete BlackRock Equity Dividend Fund;Investor A mutual fund overview by MarketWatch. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Two significant risks related to fixed income investing are interest rate risk and credit risk. Find the latest dividend history for BlackRock, Inc. Common Stock (BLK) at Nasdaq.com. All other trademarks are those of their respective owners. More detailed information on this strategy is available upon request. BlackRock does the heavy lifting so you can focus on building client relationships and your practice. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. Capital gains distributions, if any, are taxable. BlackRock optimizes investment decisions around taxes, year-round. Actual investment outcomes may vary. In fact, mutual funds do not offer customization options due to their structure and are instead geared toward certain investment objectives and risk tolerances. The fund is non-diversified. Compare momentum and price performance. The Blackrock Equity Dividend Fund I (MDDVX), formerly known as the ML Equity Dividend Fund, seeks current income and long-term total return, primarily by investing in an equity securities portfolio, putting its focus on issuers with good capital appreciation prospects. From easy on-boarding to expertly tailored portfolios to ongoing communications – BlackRock’s people and technology are here to support you every step of the way. Tax-Managed Equity SMAs Seek diversification with less taxation using BlackRock’s Tax-Managed Equity SMAs The fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. ©2019 BlackRock, Inc. All Rights Reserved. 18 credit analysists* to monitor bonds and 90+ counterparts to seek the best pricing. You should consult your tax or legal advisor regarding such matters. Learn about the SCoRE. The BlackRock Diversified Income Portfolio seeks to generate income by investing in a … Primarily exchange-traded funds (ETFs), 1 diversified among traditional (e.g., stocks and bonds) and non-traditional (e.g., REITS and bank loans) income sources. We analyze each client’s existing portfolio to provide tax-optimized transitions across all your asset classes. The Blackrock Diversified Income Portfolio is an optional investment strategy offered as a component of Fidelity Wealth Services (the "Program"). Municipal securities may not be suitable for all investors. BlackRock Global Dividend Balanced SMA Legg Mason Global Value ADR Balanced Asset Allocation Nuveen Moderately Conservative Portfolio-Muni Bonds ... BlackRock Large-Cap Core Equity CIBC Equity Income (K-1) CIBC Equity Income (non K-1) ClearBridge Appreciation Neuberger Berman Sustainable Equity BlackRock Equity Dividend Fund Investor A Shares A (MDDVX) Related Funds - discover similar funds, compare dividends and return. BlackRock describes the Equity Dividend Fund as a core, conservative holding for investors. Current and Historical Performance Performance for BlackRock Eq Dividend A on Yahoo Finance. Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions. No representation is being made that any account, product, or strategy will or is likely to achieve profits. View mutual fund news, mutual fund market and mutual fund interest rates. BDJ | A complete BlackRock Enhanced Equity Dividend Trust mutual fund overview by MarketWatch. BlackRock Equity Dividend Fund Domestic stock fund|Investor A Shares Fund facts †Risk level Low High Total net assets Expense ratio as of 08/28/20 Ticker symbol Turnover rate Inception date Fund number 12345 $5,074 MM 0.96 % MDDVX 40.00 % 10/21/94 6193 Investment objective The investment seeks long … PROFITABLE: N/A EPS: N/A. An overview of the management, performance and expenses, investment characteristics, and other information about the BlackRock Equity Dividend Fund. It also may invest in equity securities of small and medium capitalization companies and companies domiciled outside of the United States. Performance charts for BlackRock US Basic Value Open - SMA Fund (48311065) including intraday, historical and comparison … Through our Macquarie Wrap platform we have a menu of approved SMAs ready to go – access over 220 SMA models across over 45 managers 1, all in a single ecosystem.View our investment menu for the full list of SMAs. BlackRock … LAST PRICE - AT THE CLOSE. Kerry Scharschmidt is a member of BlackRock's Core PM SMA Team within BlackRock's Multi-Asset Strategies Group. As of 12/31 . Types of investments. Investing involves risk, including possible loss of principal. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Aperio will operate as a separately branded unit within BlackRock's U.S. BlackRock Equity Dividend Fund seeks long-term total return and current income by investing in a portfolio of equity securities. SCoRE: 85 . BlackRock describes the Equity Dividend Fund as a core, conservative holding for investors. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Normally, it invests a minimal 80% of assets in … We stress test portfolio for over 30+ scenarios, like rising inflation or election results, to help stay prepared for the unpredictable. It may also invest in Equity Dividend Select UMA 55 East 52nd Street BlackRock Investment Management, LLC PORTFOLIO STATISTICS BlackRock Index*** BlackRock -----09/20----- 03/20 Number of stock holdings 70 850 71 Dividend Yield 2.8% 2.5% 3.6% Distribution Rate — Wtd avg P/E ratio ¹ 17.03x 18.70x 12.59x Wtd avg … BlackRock Equity Dividend Inv A MDDVX Morningstar Analyst Rating Analyst rating as of Mar 16, 2020. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Stock and bond values fluctuate in price so the value of your investment can go down depending upon market conditions. During the ten-year period shown in the bar chart, the highest return for a quarter was 12.92% (quarter ended December 31, 2003) and the lowest return for a quarter was –19.28% (quarter ended December 31, 2008). When you need to fire on all cylinders for your most demanding clients, we have your back. FINANCIALS. This option is the quickest way for you to start using SMAs in your … © 2021 BlackRock, Inc. All rights reserved. © 2021 BlackRock, Inc. All rights reserved. MDDVX | A complete BlackRock Equity Dividend Fund;Investor A mutual fund overview by MarketWatch. There may be less information available on the financial condition of issuers of municipal securities than for public corporations. BlackRock Equity Dividend Fund - Investor A Shares Release Date ... in equity securities and at least 80% of its assets in dividend paying securities. Tax smart onboarding with in-kind transitions. Moreover, an investor can even customize an SMA to his or her preference, including single or multiple style SMA or environmental, social and corporate governance (ESG) screen-based SMA. Why choose this option? This investment strategy seeks long-term capital appreciation, and to a lesser extent, current income. I consult or invest on behalf of a financial institution. © 2021 BlackRock, Inc. All Rights Reserved. The combination with Aperio will boost BlackRock’s SMA assets by … Seek diversification with less taxation using BlackRock’s Tax-Managed Equity SMAs. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. BLACKROCK and ALADDIN are registered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. BlackRock received compensation for that work, … Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. View mutual fund news, mutual fund market and mutual fund interest rates. No representation is being made that any account, product, or strategy will or is likely to achieve profits. To reach a different BlackRock site directly, please update your user type. To reach a different BlackRock site directly, please update your user type. It also may invest in equity securities of small and medium capitalization companies and … Investing involves risk, including possible loss of principal. Actual investment outcomes may vary. BlackRock Equity Dividend Fund A 1. 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