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Morningstar

BlackRock Equity Dividend Svc MSDVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.25  /  1.16 %
  • Total Assets 19.4 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.27%
  • Turnover 47%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MSDVX

Will MSDVX 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 MSDVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MSDVX 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 MSDVX’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