BlackRock High Equity Income Fund Class K BHEIX
Strategy
The investment seeks high current income while maintaining prospects for capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities and equity-related instruments, including equity-linked notes. It may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. The fund may invest up to 50% of its assets in equity-linked notes that provide exposure to equity securities and 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BMCIX | BlackRock High Equity Income Fund Institutional Shares | Institutional | Open | $1.66B | 0.860% | Below Average | $2M | −$10.24M | |||
BMEAX | BlackRock High Equity Income Fund Investor A Shares | Front Load | Open | $352.30M | 1.110% | Low | $1,000 | −$9.38M | |||
BMECX | BlackRock High Equity Income Fund Investor C Shares | Level Load | Open | $73.38M | 1.860% | Below Average | $1,000 | −$2.65M | |||
BHEIX | BlackRock High Equity Income Fund Class K | Retirement, Large | Open | $64.86M | 0.810% | Average | $5M | −$95.70M |