MSDVX Mutual Fund

MSDVX Mutual Fund (BlackRock Equity Dividend Fund Class S) is managed by BlackRock, Inc. (US) with $36.4M in net assets. MSDVX expense ratio is 0.97%, holding 85 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2006-10-02.

MSDVX performance shows a YTD return of 15.18%. The 1-year return is 27.49% and the 5-year return is 10.91%. MSDVX dividend yield stands at 13.84%, paid quarterly.

MSDVX top holdings include Alphabet Inc. C (3.4%), Cvs Health Corp. (3.3%), Amazon.Com Inc (3.1%), Citigroup Inc. (3.0%), Microsoft Corp (2.8%). Go to all MSDVX holdings, MSDVX sectors, or MSDVX dividends.

MSDVX can be compared against other funds. Use MSDVX overlap to find shared positions, or MSDVX vs another fund for a side-by-side view. MSDVX alternatives are available via the screener, along with tax-loss harvesting opportunities.