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BlackRock Value Opportunities A (MDSPX)

On Feb 9: 14.44 USD  Up 0.20 (1.40%)  
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Profile  As of 31-Dec-07 Get Profile for:
BlackRock Value Opportunities A
800 Scudders Mill Road Plainsboro NJ 08536
Phone: 800-441-7762
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FUND OVERVIEW
Category: Small Blend
Fund Family: BlackRock
Net Assets: 587.02M
Year-to-Date Return: -1.35%
Yield: 0.00%
Morningstar Rating: 3 stars
Fund Inception Date: 21-Oct-94
MORNINGSTAR STYLE BOX
Small Blend
[View Category Definition]
View Top Small Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
R. Elise Baum
Lead Manager since 13-Feb-02
Baum has been a managing director of and portfolio manager with BlackRock, Inc. since 2006, was a managing director of Merrill Lynch Investment Managers, L.P.(MLIM) from 2000 to 2006, was a first vice president of MLIM from 1999 to 2000 and was a director of MLIM from 1997 to 1999. Baum holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
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
MDSPX can be purchased from 53 brokerages.
FUND SUMMARY
The investment seeks long-term growth of capital. The fund primarily invests all assets in equity securities of small companies and emerging growth companies. It may invest in companies with the potential of long-term growth and low historical price to book values. The fund may also invest in foreign securities and fixed income securities.
FUND OPERATIONS
Last Dividend (6-Jul-98): 0.27
Last Cap Gain (6-Dec-07): 2.76
Annual Holdings Turnover 72.00%
Average for Category: 84.37%
FEES & EXPENSES
Expense MDSPX Category
Avg
Total Expense Ratio: 1.23% 1.41%
Max 12b1 Fee: 0.25% N/A
Max Front End Sales Load: 5.25% 5.20%
Max Deferred Sales Load: 0.00% 2.54%
3 Yr Expense Projection*: $880 $599
5 Yr Expense Projection*: $1,140 $948
10 Yr Expense Projection*: $1,882 $1,904
* Per $10,000 invested


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