Blackrock Equity Dividend Fund Quote

MKDVX Fund  USD 20.03  0.01  0.05%   

Performance

13 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Blackrock Equity is trading at 20.03 as of the 18th of March 2024; that is -0.05 percent down since the beginning of the trading day. The fund's open price was 20.04. Blackrock Equity has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Blackrock Equity Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2022 and ending today, the 18th of March 2024. 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

  0.88MKCMX Blackrock CaliforniaPairCorr
  0.67MKDCX Blackrock EmergingPairCorr
  0.9BRAPX Blackrock AggressivePairCorr
  0.8MKNKX Blackrock New YorkPairCorr

Blackrock Mutual 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 Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Blackrock Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationBlackRock Funds, Large Value Funds, Large Value, BlackRock (View all Sectors)
Update Date31st of March 2024
Blackrock Equity Dividend [MKDVX] is traded in USA and was established 18th of March 2024. 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 21.41 B in assets with no minimum investment requirementsBlackrock Equity Dividend is currently producing year-to-date (YTD) return of 4.54% with the current yeild of 0.02%, while the total return for the last 3 years was 6.76%.
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

ORCLOracleStockInformation Technology
DOWDow IncStockMaterials
MOAltria GroupStockConsumer Staples
PFEPfizer IncStockHealth Care
AIGAmerican International GroupStockFinancials
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
More Details

Blackrock Equity Target Price Odds Analysis

Based on a normal probability distribution, the odds of Blackrock Equity jumping above the current price in 90 days from now is nearly 4.95%. The Blackrock Equity Dividend probability density function shows the probability of Blackrock Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Blackrock Equity Dividend has a beta of -0.1804. This indicates as returns on benchmark increase, returns on holding Blackrock Equity are expected to decrease at a much lower rate. During the bear market, however, Blackrock Equity Dividend is likely to outperform the market. Additionally, the company has an alpha of 0.1369, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 20.03HorizonTargetOdds Above 20.03
94.92%90 days
 20.03 
4.95%
Based on a normal probability distribution, the odds of Blackrock Equity to move above the current price in 90 days from now is nearly 4.95 (This Blackrock Equity Dividend probability density function shows the probability of Blackrock Mutual Fund to fall within a particular range of prices over 90 days) .

Blackrock Equity Dividend Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Blackrock Equity market risk premium is the additional return an investor will receive from holding Blackrock Equity 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 Equity. 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 Equity's alpha and beta are two of the key measurements used to evaluate Blackrock Equity's performance over the market, the standard measures of volatility play an important role as well.

Blackrock Equity Against Markets

Picking the right benchmark for Blackrock Equity mutual 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 Equity mutual 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 Equity is critical whether you are bullish or bearish towards Blackrock Equity Dividend at a given time. Please also check how Blackrock Equity'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 Equity 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 Mutual Fund?

Before investing in Blackrock Equity, 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 Equity. To buy Blackrock Equity fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Blackrock Equity. 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 Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Blackrock Equity Dividend 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 Equity Dividend 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 Equity Dividend, 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 Equity Dividend?

The danger of trading Blackrock Equity Dividend is mainly related to its market volatility and Mutual 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 Equity 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 Equity. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Blackrock Equity Dividend 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Blackrock Equity Dividend. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running Blackrock Equity's price analysis, check to measure Blackrock Equity'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 Equity is operating at the current time. Most of Blackrock Equity's value examination focuses on studying past and present price action to predict the probability of Blackrock Equity'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 Equity's price. Additionally, you may evaluate how the addition of Blackrock Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Blackrock Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Blackrock Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blackrock Equity'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.