BlackRock Value Opportunities A 800 Scudders Mill Road Plainsboro NJ 08536
Phone: 800-441-7762
| Category: |
Small Blend |
| Fund Family: |
BlackRock |
| Net Assets: |
587.02M |
| Year-to-Date Return: |
-1.35% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
21-Oct-94 |
|
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. |
| 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 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. |
| 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% |
|
| 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 |
|
|