Rosie Edwards was named comanager of BlackRock International Dividend on June 15, 2023, the firm announced. Edwards has nearly two decades of industry experience, the past four years of them at BlackRock. She joins as comanager with Olivia Treharne and Molly Greenen, sharing agenda-setting responsibilities for portfolio-manager-only meetings and all aspects of managing the portfolio, including client meetings. Edwards will keep her consumer staples and discretionary coverage, while strategic research projects she led in the past will be handed to veteran healthcare analyst Andy Kocen. The move bolsters the leadership team but doesn’t add resources, so the strategy’s People rating remains Average and its Morningstar Medalist Rating stays at Bronze for all but the priciest C shares, which stay at Neutral.
- NAV / 1-Day Return 24.61 / 0.90 %
- Total Assets 696.9 Mil
-
Adj. Expense Ratio
1.650%
- Expense Ratio 1.650%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Foreign Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.26%
- Turnover 34%
Morningstar’s Analysis BRECX
Will BRECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 39
- Bond Holdings 0
- Other Holdings 14
- % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
BlackRock Liquidity T-Fund Instl
3.37
24,876,459
Cash and Equivalents