Blackrock Enhanced Equity Fund Quote

BDJ Fund  USD 8.26  0.04  0.49%   

Performance

20 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 35

 
100  
 
Zero
Below Average
Blackrock Enhanced is selling for 8.26 as of the 28th of March 2024. This is a 0.49 percent increase since the beginning of the trading day. The fund's last reported lowest price was 8.19. Blackrock Enhanced has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Blackrock Enhanced Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2023 and ending today, the 28th of March 2024. Click here to learn more.
BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States. Blackrock Enhanced is traded on New York Stock Exchange in the United States.. The company has 186 M outstanding shares of which 84.26 K shares are currently shorted by investors with about 0.16 days to cover. More on Blackrock Enhanced Equity

Moving together with Blackrock Fund

  0.94TEI Templeton EmergingPairCorr
  0.79PHK Pimco High MePairCorr
  0.79HIO Western Asset HighPairCorr
  0.88PCN Pimco Corporate MePairCorr

Moving against Blackrock Fund

  0.57HIX Western Asset HighPairCorr

Blackrock Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Blackrock Enhanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Blackrock Enhanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
CEOJohn Perlowski
Fund ConcentrationDerivative Income Funds, Asset Management, Financial Services (View all Sectors)
Update Date31st of March 2024
Blackrock Enhanced Equity [BDJ] is traded in USA and was established 28th of March 2024. The fund is not filed under any group at the present time. Blackrock Enhanced Equity currently has in assets under management (AUM) with no minimum investment requirementsThe fund is currently generating return of 6.07% with the current yeild of 0.01%, while the total return for the last 3 years was 6.75%. Blackrock Enhanced Equity has about 1.38 M in cash with 167.36 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.01.
Check Blackrock Enhanced Probability Of Bankruptcy

Blackrock Enhanced Target Price Odds Analysis

Based on a normal probability distribution, the odds of Blackrock Enhanced jumping above the current price in 90 days from now is roughly 2.56%. The Blackrock Enhanced Equity probability density function shows the probability of Blackrock Enhanced fund to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Blackrock Enhanced has a beta of 0.7272 suggesting as returns on the market go up, Blackrock Enhanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Blackrock Enhanced Equity will be expected to be much smaller as well. Additionally, blackrock Enhanced Equity has an alpha of 0.0198, implying that it can generate a 0.0198 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 8.26HorizonTargetOdds Above 8.26
97.37%90 days
 8.26 
2.56%
Based on a normal probability distribution, the odds of Blackrock Enhanced to move above the current price in 90 days from now is roughly 2.56 (This Blackrock Enhanced Equity probability density function shows the probability of Blackrock Fund to fall within a particular range of prices over 90 days) .

Blackrock Enhanced Top Holders

MCTDXModern Capital TacticalMutual FundAllocation--50% to 70% Equity
PCEFInvesco CEF IncomeEtfGlobal Allocation
HIPSGraniteShares HIPS USEtfAggressive Allocation
MCTOXModern Capital TacticalMutual FundAllocation--50% to 70% Equity
TMLDXThrivent Multidimensional IncomeMutual FundMultisector Bond
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Blackrock Enhanced Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Blackrock Enhanced market risk premium is the additional return an investor will receive from holding Blackrock Enhanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Blackrock Enhanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Blackrock Enhanced's alpha and beta are two of the key measurements used to evaluate Blackrock Enhanced's performance over the market, the standard measures of volatility play an important role as well.

Blackrock Enhanced Against Markets

Picking the right benchmark for Blackrock Enhanced fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Blackrock Enhanced fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Blackrock Enhanced is critical whether you are bullish or bearish towards Blackrock Enhanced Equity at a given time. Please also check how Blackrock Enhanced's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Blackrock Enhanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Blackrock Fund?

Before investing in Blackrock Enhanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Blackrock Enhanced. To buy Blackrock Enhanced fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Blackrock Enhanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Blackrock Enhanced fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Blackrock Enhanced Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Blackrock Enhanced Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Blackrock Enhanced Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Blackrock Enhanced Equity?

The danger of trading Blackrock Enhanced Equity is mainly related to its market volatility and Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Blackrock Enhanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Blackrock Enhanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Blackrock Enhanced Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Blackrock Enhanced Equity. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the Blackrock Enhanced Equity information on this page should be used as a complementary analysis to other Blackrock Enhanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for Blackrock Fund analysis

When running Blackrock Enhanced's price analysis, check to measure Blackrock Enhanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blackrock Enhanced is operating at the current time. Most of Blackrock Enhanced's value examination focuses on studying past and present price action to predict the probability of Blackrock Enhanced's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Blackrock Enhanced's price. Additionally, you may evaluate how the addition of Blackrock Enhanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Blackrock Enhanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Blackrock Enhanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blackrock Enhanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.