Blackrock Equity Dividend Fund Quote
| MCDVX Fund | USD 18.54 0.03 0.16% |
PerformanceVery Weak
| Odds Of DistressLow
|
Blackrock Equity is trading at 18.54 as of the 27th of February 2025; that is 0.16 percent decrease since the beginning of the trading day. The fund's open price was 18.57. Blackrock Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
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 percent of its assets in equity securities and at least 80 percent of its assets in dividend paying securities. More on Blackrock Equity Dividend
Moving together with Blackrock Mutual Fund
Blackrock Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Value Funds, Large Value, BlackRock (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Blackrock Equity Dividend [MCDVX] is traded in USA and was established 27th of February 2025. Blackrock Equity is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Value category and is part of BlackRock family. This fund now has accumulated 19.08 B in assets with no minimum investment requirementsBlackrock Equity Dividend is currently producing year-to-date (YTD) return of 5.7% with the current yeild of 0.01%, while the total return for the last 3 years was 6.52%.
Check Blackrock Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Equity Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Equity Dividend Mutual Fund Constituents
| MO | Altria Group | Stock | Consumer Staples | |
| MRK | Merck Company | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| AIG | American International Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| MS | Morgan Stanley | Stock | Financials |
Blackrock Equity Dividend Risk Profiles
| Mean Deviation | 0.5585 | |||
| Standard Deviation | 0.9142 | |||
| Variance | 0.8358 | |||
| Risk Adjusted Performance | (0.04) |
Blackrock Equity Against Markets
Other Information on Investing in Blackrock Mutual Fund
Blackrock Equity financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Equity security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |