4 / 5 Stars
3 3 5 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#89 in Large Value
U.S. News evaluated 325 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.29 percent over the past year, 11.50 percent over the past three years, 16.00 percent over the past five years, and 8.72 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||8.7%|
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.
Fees are High compared to funds in the same category.
BlackRock Equity Dividend Fund has an expense ratio of 0.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 1 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12