Enhanced Equity Dividend Trust
INVESTMENT APPROACHBlackRock Enhanced Equity Dividend Trust’s (BDJ) (the 'Trust') primary investment objective is to provide current income and current gains, with a secondary investment objective of long-term capital appreciation. The Trust seeks to achieve its investment objectives by investing in common stocks that pay dividends and have the potential for capital appreciation and by utilizing an option writing (selling) strategy to enhance distributions paid to the Trust’s shareholders. The Trust invests, under normal market conditions, at least 80% of its total assets in dividend paying equities. The Trust may invest directly in such securities or synthetically through the use of derivatives.
No assurance can be given that the Trust’s investment objective will be achieved.
|Total Return (%)||10.27||13.32||11.44||-||5.10|
|Market Price Total Return (%)||15.67||14.43||8.37||-||3.50|
|Total Return (%)||7.77||1.10||10.27||45.50||71.88||-||58.40|
|Market Price Total Return (%)||12.53||1.16||15.67||49.85||49.45||-||37.51|
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
Past distributions are not indicative of future distributions.
as of 31-Oct-2014
|WELLS FARGO & COMPANY||3.72|
|JPMORGAN CHASE & CO||3.37|
|GENERAL ELECTRIC CO||2.73|
|HOME DEPOT INC||2.70|
|MERCK & CO INC||2.27|
|EXXON MOBIL CORP||2.11|
Allocations are subject to change.
Average Market Cap (Millions)
as of 28-Nov-2014
as of 19-Dec-2014
as of 28-Nov-2014
|Type of Options||Single Stock|