BlackRock Natural Resources A 800 Scudders Mill Road Plainsboro NJ 08536
Phone: 800-441-7762
| Category: |
Specialty-Natural Res |
| Fund Family: |
BlackRock |
| Net Assets: |
292.52M |
| Year-to-Date Return: |
42.62% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
21-Oct-94 |
|
Robert M. Shearer
Lead Manager since
10-Dec-97 |
|
| Shearer is a portfolio manager and a member of BlackRocks Natural Resources equity team. He joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. Prior to joining MLIM, Shearer was a vice president and assistant portfolio manager with David L. Babson & Company from 1996 to 1997. Prior to that, from 1993 to 1996, he was vice president and sector manager at Concert Capital Management. Shearer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies with substantial natural resource assets. It invests at least 80% of assets in companies with substantial natural resource assets or in securities the value of which is related to the market value of some natural resource asset. The fund normally invests in a portfolio consisting of companies in a variety of natural resource related sectors. It may concentrate its investments in one or more of these sectors, but less than 25% of assets in any one industry within a sector. The fund is nondiversified. |
| Last Dividend
(6-Dec-99):
|
0.02 |
| Last Cap Gain
(6-Dec-07):
|
0.85 |
| Annual Holdings Turnover
|
6.00% |
| Average for Category:
|
138.40% |
|
| Expense |
MDGRX |
Category Avg |
| Total Expense Ratio: |
1.08%
|
1.56% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.25%
|
5.17% |
| Max Deferred Sales Load: |
0.00%
|
2.38% |
| 3 Yr Expense Projection*: |
$847 |
$658 |
| 5 Yr Expense Projection*: |
$1,084 |
$1,014 |
| 10 Yr Expense Projection*: |
$1,762 |
$1,990 |
|
|