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BlackRock Equity Dividend Instl (MADVX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Equity Dividend Instl (MADVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock Equity Dividend Instl Fund (MADVX) ManagerFund Manager - David J. Cassese

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: BlackRock
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of BlackRock Equity Dividend Instl Fund (MADVX) ProfileBlackRock Equity Dividend Instl Fund (MADVX) Profile

Fund Profile and Description

BlackRock Equity Dividend Instl Fund seeks long-term total return and current income. BlackRock Equity Dividend Instl Fund invests primarily in a portfolio of equity securities. It normally invests at least 80% of assets in equity securities and at least 80% of assets in dividend paying securities. BlackRock Equity Dividend Instl Fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. It may invest up to 25% of total assets in securities of foreign issuers and may invest in securities from any country. BlackRock Equity Dividend Instl Fund may invest in securities denominated in both U.S. dollars and non-U.S. dollar currencies.

 

BlackRock Equity Dividend Instl (MADVX) Fund Strength What we like about BlackRock Equity Dividend Instl (MADVX) Fund

Data for BlackRock Equity Dividend Instl Fund (MADVX) as of May 30, 2016

  • BlackRock Equity Dividend Instl Fund (MADVX) management has been with BlackRock Equity Dividend Instl Fund for 9.0 years
  • BlackRock Equity Dividend Instl Fund (MADVX) has good short-term performance (1-year return 2.83% vs -2.36% Large Value category median performance)
  • BlackRock Equity Dividend Instl Fund (MADVX) has good mid-term performance (3-year return 8.26% vs 7.81% Large Value category median performance)
  • BlackRock Equity Dividend Instl Fund (MADVX) has good Long-term performance (5-year return 9.16% vs 9.15% Large Value category median performance)
  • BlackRock Equity Dividend Instl Fund (MADVX) ratio of up-years vs down years is greater than 2
  • BlackRock Equity Dividend Instl Fund (MADVX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock Equity Dividend Instl Fund (MADVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Equity Dividend Instl Fund (MADVX) has an annual stock turnover rate of 25.00% vs Large Value average of 44.24%. It is good that BlackRock Equity Dividend Instl management does not trade extensively for its return.
  • BlackRock Equity Dividend Instl Fund (MADVX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.79, lower than category average of 11.7
  • BlackRock Equity Dividend Instl Fund (MADVX) has a lower expense ratio than its Large Value average: 0.69% vs 1.10%
  • BlackRock Equity Dividend Instl Fund (MADVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Equity Dividend Instl Fund (MADVX) Weakness What we are cautious about BlackRock Equity Dividend Instl (MADVX) Fund

Data for BlackRock Equity Dividend Instl Fund (MADVX) as of May 30, 2016

See BlackRock Equity Dividend Instl Fund (MADVX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Equity Dividend Instl Fund (MADVX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Equity Dividend Instl3.762.838.269.16
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare BlackRock Equity Dividend Instl Fund (MADVX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of BlackRock Equity Dividend Instl Fund (MADVX) Net Asset TrackingBlackRock Equity Dividend Instl (MADVX) Fund Net Asset

Track net asset change of BlackRock Equity Dividend Instl fund (MADVX)

DateNet Asset
05/2016$21.58B
03/2016$21.38B
02/2016$20.43B
More historic net asset information on BlackRock Equity Dividend Instl Fund (MADVX)

  

Graph of BlackRock Equity Dividend Instl Fund (MADVX) Portfolio TrackingBlackRock Equity Dividend Instl (MADVX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Equity Dividend Instl fund (MADVX)

DateCashStockBondOther
04/20164.01%95.57%0%0.42%
03/20163.92%95.68%0%0.4%
01/20163.46%96.25%0%0.29%
Click here to see more historic asset allocation information on BlackRock Equity Dividend Instl Fund (MADVX)

 

graph of BlackRock Equity Dividend Instl Fund (MADVX) Top 10 Position TrackingTop 10 Holdings in BlackRock Equity Dividend Instl (MADVX) Fund

Discover what BlackRock Equity Dividend Instl Fund (MADVX) manager is buying

Apr 29, 2016
JP Morgan Chase & Co. Common St [3.61%]
Pfizer, Inc. Common Stock [3.31%]
General Electric Company Common [3.2%]
Wells Fargo & Company Common St [3.11%]
Bank of America Corporation Com [2.36%]
Exxon Mobil Corporation Common [2.29%]
Intel Corporation [2.24%]
Home Depot, Inc. (The) Common S [2.2%]
Chevron Corporation Common Stoc [2.18%]
Citigroup, Inc. Common Stock [2.1%]

Mar 30, 2016
JP Morgan Chase & Co. Common St [3.46%]
General Electric Company Common [3.39%]
Wells Fargo & Company Common St [3.08%]
Pfizer, Inc. Common Stock [2.97%]
Bank of America Corporation Com [2.57%]
Intel Corporation [2.45%]
Home Depot, Inc. (The) Common S [2.35%]
Exxon Mobil Corporation Common [2.21%]
Microsoft Corporation [2.21%]
Dollar General Corporation Comm [2.15%]

Jan 30, 2016
JP Morgan Chase & Co. Common St [3.8%]
Wells Fargo & Company Common St [3.52%]
General Electric Company Common [3.26%]
Pfizer, Inc. Common Stock [2.95%]
Exxon Mobil Corporation Common [2.55%]
Citigroup, Inc. Common Stock [2.54%]
Home Depot, Inc. (The) Common S [2.48%]
Intel Corporation [2.37%]
Microsoft Corporation [2.31%]
Raytheon Company Common Stock [2.04%]
Click here for Stock Holding Change Map in BlackRock Equity Dividend Instl Fund (MADVX)

  

Latest News on BlackRock Equity Dividend Instl (MADVX) Fund

See what is happening with BlackRock Equity Dividend Instl Fund (MADVX)

 

BlackRock Equity Dividend Instl Fund (MADVX) Related ResourcesSee more information on BlackRock Equity Dividend Instl (MADVX) Fund

Popular pages on BlackRock Equity Dividend Instl (MADVX) Fund

  

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