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Morningstar

BlackRock Equity Dividend Instl MADVX

Morningstar Analyst Rating
Analyst rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.27  /  0.98 %
  • Total Assets 19.8 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.49%
  • Turnover 47%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis MADVX

Will MADVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MADVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MADVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MADVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-equipped.

Analyst

Summary

| by Drew Carter

BlackRock Equity Dividend’s capable team and deft use fundamental and quantitative tools to balance dividend growth, yield, and valuation earns it a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze and Neutral for more-expensive ones.

Unlock our full analysis with Morningstar Investor