This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Copyright © 2021 MarketWatch, Inc. All rights reserved. Net Expense Ratio excluding Investment Related Expenses is 0.70%. Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. Find real-time BDJ - BlackRock Enhanced Equity Dividend Fund stock quotes, company profile, news and forecasts from CNN Business. ©2020 BlackRock, Inc. All rights reserved. The fund is actively managed and its characteristics will vary. Fund Perf. All returns assume reinvestment of all dividends. Source: Lipper. He was previously a Managing Principal, portfolio manager, and member of the Executive Committee at Pzena Investment Management, where he was responsible for a suite of long-only value products and two hedge fund portfolios. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. Research current and historical price charts, top holdings, management and full profile. Franco also holds a BA of Arts with a major in Economics from Harvard University where he graduated with honors. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Privacy Notice, and BlackRock Fundamental Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. BlackRock Sees ‘Advantageous’ Trade in Dividend Stocks Next Year. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.79%. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Get quote details and summary for BlackRock Equity Dividend Fund;Investor A (MDDVX). Interactive Chart for BlackRock Equity Dividend Fund (MKDVX), analyze all the data with a huge range of indicators. U.S. large-cap value portfolio of high quality companies Cookie Notice. Review the MSCI methodology behind Sustainability Characteristics, using links below. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. Mr. DeSpirito has managed value equity assets since 1996, serving as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. Please refer to the fund’s prospectus for more information. Mr. DeSpirito earned a BS degree in economics with a concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania and a JD degree, magna cum laude, from Harvard Law School. Fundamental Active Equity. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. 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. He is also lead portfolio manager of the BlackRock Equity Dividend portfolios. Have Watchlists? Learn more about mutual funds at … BlackRock Equity Dividend Fund (Class I Shares), a mutual fund (Fund). The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Share this fund with your financial planner to find out how it can fit in your portfolio. They consider quantitative and qualitative factors in their research. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Fewer than 10% of US open-end funds hold medalist ratings. The BlackRock Equity Dividend Fund has amassed a record of strong performance through diverse market environments by focusing on companies that pay and grow their dividends. Barron's provides information on holdings, historical returns and other key fund data. Read the prospectus carefully before investing. BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ) Dividend Information BlackRock Enhanced Equity Dividend Trust pays an annual dividend of $0.56 per share, with a dividend yield of 6.72%. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. Subscriber Agreement & Terms of Use, These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. View mutual fund news, mutual fund market and mutual fund interest rates. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Chart. He also has partial research coverage for the consumer sectors. Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom? Had sales charge been included, returns would have been lower. Notably, the fund's prospectus notes that it may invest up to 25% of its assets in foreign stocks, whereas many dividend-paying funds stick to U.S. stocks only. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Find the latest dividend history for BlackRock, Inc. Common Stock (BLK) at Nasdaq.com. BlackRock Equity Dividend Fund seeks long-term total return and current income by investing in a portfolio of equity securities. Mr. Tapia is a Portfolio Manager for the BlackRock Equity Dividend portfolios. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). All quotes are in local exchange time. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). While the firm doesn’t disclose its top picks for next year, it lists Citigroup Inc., Verizon Communications Inc. and Bank of America Corp. among BlackRock Equity Dividend Fund… Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. (Effective Mar 16, 2020). The Fund seeks long-term total return and current income. Franco holds a MBA from The Wharton School of the University of Pennsylvania, where he graduated as a Palmer Scholar. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. It may also invest in convertible securities and non-convertible preferred stock. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. Find the latest BlackRock Equity Dividend Fund (MKDVX) stock quote, history, news and other vital information to help you with your stock trading and investing. BlackRock's fund has a simple strategy to seek long-term total return and current income by investing in dividend-paying stocks around the world. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Morningstar has awarded the Fund a Silver medal. Breaking News . If you experience any issues with … See holdings data for BlackRock Equity Dividend Fund (MDDVX). International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the ‘unsubscribe’ section below. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Review the MSCI methodology behind the Business Involvement metrics, using links below. The fund may use derivatives to hedge its investments or to seek to enhance returns. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. MKDVX | A complete BlackRock Equity Dividend Fund;K mutual fund overview by MarketWatch. For standardized performance, please see the Performance section above. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Intraday Data provided by FACTSET and subject to terms of use. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. Get BlackRock Equity Dividend Fund Investor A Shares (MDDVX:NASDAQ) real-time stock quotes, news and financial information from CNBC. BlackRock Equity Dividend Fund Investor A Shares A (MDDVX) Dividend Growth History: By month or year. All other marks are the property of their respective owners. Research information including asset allocation, sector weightings and top holdings for BlackRock Equity Dividend Fund. BlackRock Enhanced Equity Dividend Trust and Aberdeen Global Premier Properties Fund are both financial services companies, but which is the superior investment?We will contrast the two businesses based on the strength of their analyst recommendations, risk, valuation, dividends, earnings, profitability and institutional ownership. The metrics below have been provided for transparency and informational purposes only. Visit your brokerage today to see how you can get started. MSCI has established an information barrier between equity index research and certain Information. Performance: The fund posted a positive return for the month of December as U.S. large-cap stocks continued their post-election rally through year end. ... BAC). Learn more about mutual funds at … Discuss with your financial planner today. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 460, 12,233, 460, 252 and 460 Funds, respectively in Lipper's Equity Income Funds classification. View the latest BlackRock Equity Dividend Fund;R (MRDVX) stock price, news, historical charts, analyst ratings and financial information from WSJ. News and analysis for those planning for or living in retirement, New Nashville museum 2 decades in the making traces history of Black music across genres, BlackRock Liquidity Funds T-Fund Institutional. Management stated in the prospectus that it "believes that stocks that have yields often provide more attractive long-term total return and greater price stability during periods of downward movements in m… Franco Tapia, CFA, Managing Director, is Co-Director of Research for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. While people and parent each receive a 10 % of US open-end funds hold medalist Ratings, Neutral, charges! 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