BlackRock Exchange Blackrock
100 Bellevue Parkway Wilmington, DE 19809
Map
Phone: 800-441-7762
| Category: | Large Blend | | Fund Family: | BlackRock | | Net Assets: | 194.06M | | Year-to-Date Return: | -26.17% | | Yield: | 1.34% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Dec-76 |
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Jeffrey R. Lindsey
Lead Manager since
01-Dec-02 | | | Lindsey joined BlackRock Advisors as managing director after the merger with State Street Research in 2005. At State Street Research, Lindsey was a managing director with State Street Research since 2002. Previously, he was a senior vice president and senior portfolio manager with Putnam Investment Management. Prior to that, he was a vice president with strategic portfolio management from 1992 to 1994. Lindsey holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital and income. The fund invests largely in a diversified and supervised portfolio of common stocks, or securities convertible into common stocks, believed by management to have growth potential over the years. |
| Last Dividend
(23-Oct-08):
| 1.25 | | Last Cap Gain
(29-Dec-00):
| 11.01 | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 71.85% |
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| Expense | STSEX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$201 | $572 | | 5 Yr Expense Projection*: |
$353 | $876 | | 10 Yr Expense Projection*: |
$795 | $2,504 |
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2.63% Nasdaq 0.00%
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