BDHIX – BlackRock Dynamic High Income Instl Investment Strategy | Morningstar

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Strategy

The investment seeks high current income with consideration for capital appreciation. The fund may invest up to 100% of its assets in equity securities and up to 100% of its assets in fixed-income securities. It may also gain exposure to such equity securities and fixed-income securities by investing in BlackRock equity and/or fixed-income mutual funds ("underlying funds") and affiliated and unaffiliated ETFs. The fund may also invest up to 50% of its assets in structured notes that provide exposure to covered call options or other types of financial instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BDHIX	BlackRock Dynamic High Income Portfolio Institutional	Institutional	Open			Nov 3, 2014	$1.43B	0.680%	Below Average	$2M	$435.93M
BDHAX	BlackRock Dynamic High Income Portfolio Investor A	Front Load	Open			Nov 3, 2014	$125.44M	0.930%	Below Average	$1,000	$8.23M
BDHCX	BlackRock Dynamic High Income Portfolio Investor C	Level Load	Open			Nov 3, 2014	$16.68M	1.680%	Average	$1,000	−$1.95M
BDHKX	BlackRock Dynamic High Income Portfolio Class K	Retirement, Large	Open			Mar 28, 2016	$84.35M	0.630%	Average	$5M	−$99.04M

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