Advisor Insight

Get valuable insight from Tony DeSpirito, portfolio manager of the BlackRock Equity Dividend Fund on the power of dividend growth.

In a rising interest rate environment, it is particularly important to distinguish between funds that simply buy high-yielding stocks versus funds like the Equity Dividend that focus on companies that can pay and grow their dividend over time. We believe that this focus on high-quality companies that grow their dividends over time is a particularly important way to hedge against rising interest rates, particularly in the United States. What we've seen is that this focus has provided more resiliency and better returns over time. And it's allowed us to beat the market over time, including over the last two years, which has obviously been a period of rising US interest rates.

Please consider the investment objectives, risk, charges, and expenses of the fund carefully before investing. The prospectus and, if available, the summary prospectus contains this and other information about the fund and are available, along with information on other BlackRock funds, by calling 800-882-0052, or from your financial professional. The prospectus should be read carefully before investing.

Investing involves risks, including possible loss of principal. The fund is actively managed, and its characteristics will vary. Stock and bond values fluctuate in price, so the value of your investment can go down, depending on market conditions. There is no guarantee that stock funds will continue to pay dividends.

In a rising interest rate environment, it is particularly important to distinguish between funds that simply buy high-yielding stocks versus funds like the Equity Dividend that focus on companies that can pay and grow their dividend over time. We believe that this focus on high-quality companies that grow their dividends over time is a particularly important way to hedge against rising interest rates, particularly in the United States. What we've seen is that this focus has provided more resiliency and better returns over time. And it's allowed us to beat the market over time, including over the last two years, which has obviously been a period of rising US interest rates.

Please consider the investment objectives, risk, charges, and expenses of the fund carefully before investing. The prospectus and, if available, the summary prospectus contains this and other information about the fund and are available, along with information on other BlackRock funds, by calling 800-882-0052, or from your financial professional. The prospectus should be read carefully before investing.

Investing involves risks, including possible loss of principal. The fund is actively managed, and its characteristics will vary. Stock and bond values fluctuate in price, so the value of your investment can go down, depending on market conditions. There is no guarantee that stock funds will continue to pay dividends.

For standardized average annual total returns as of the most recent calendar quarter, click here.

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Overall Morningstar Rating1™

For over a quarter century the Equity Dividend Fund (MADVX) has a proven track record of delivering strong risk-adjusted returns

Rated against 1,109 Large Value Funds, as of 9/30/18 based on risk adjusted total return. Overall Ratings are determined monthly and subject to change. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

 Pay and grow chart Has provided competitive returns by focusing on attractively valued quality companies that pay and grow their dividend
4-Star1, bronze-rated fund2, outperforming 96% of peers over the last 15 years.3

 

Durable record of performance through diverse markets Durable record of performance through diverse markets
Strong returns with less risk resulting in an asymmetric upside/downside capture ratio of 90/77.4

 

Seeks higher returns with less risk
Seeks higher returns with less risk5
The fund has grown a $100,000 investment in 2000 into over $462,766 today.6