Nasdaq - Delayed Quote USD

BlackRock GA Disciplined Vol Eq Instl (BIDVX)

15.22
-0.02
(-0.13%)
At close: 8:05:08 AM EDT

Investment Information

Min Initial Investment
2,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Vanguard TF
  • Cetera Financial Specialists LLC- Premier
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. It seeks to achieve its investment objective by investing in both equity and fixed-income securities, including money market securities and other short-term securities or instruments that the fund management team believes may offer attractive risk-adjusted returns. Equity securities include common stock, preferred stock, securities convertible into common stock, ADRs, or securities or other instruments whose price is linked to the value of common stock.

Fund Overview

Category World Large-Stock Blend
Fund Family BlackRock
Net Assets 919.36M
YTD Return 4.26%
Yield 0.22%
Morningstar Rating
Inception Date Nov 30, 2018

Performance & Risk

YTD Return 8.17%
5y Average Return 11.14%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

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