BlackRock Equity Dividend Fund
Shareclass
BlackRock Equity Dividend Instl (MADVX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 281 out of 2,516 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BlackRock Equity Dividend Fund MADVX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC0.85% of assets$166.26M invested
- 2. International Flavors & Fragrances Inc0.52% of assets$101.18M invested
- 3. Sanofi SA1.82% of assets$354.08M invested
- 4. Unilever PLC ADR2.04% of assets$396.58M invested
- 5. Bank of America Corp0.28% of assets$55.34M invested
- 6. Wells Fargo & Co2.99% of assets$582.32M invested
- 7. JPMorgan Chase & Co1.66% of assets$324.05M invested
- 8. American Electric Power Co Inc0.78% of assets$150.92M invested
- 9. Mondelez International Inc Class A0.28% of assets$54.05M invested
- 10. BP PLC2.15% of assets$417.81M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. SS&C Technologies Holdings Inc1.89% of assets$368.3M invested
- 2. Enterprise Products Partners LP1.89% of assets$367.94M invested
- 3. Komatsu Ltd0.66% of assets$128.73M invested
- 4. Charles Schwab Corp0.26% of assets$51.29M invested
- 5. Cognizant Technology Solutions Corp Class A2.51% of assets$489.52M invested
- 6. Sealed Air Corp1.53% of assets$297.77M invested
- 7. Panasonic Holdings Corp1.02% of assets$197.87M invested
- 8. Fox Corp Class A0.75% of assets$145.89M invested
- 9. Fidelity National Financial Inc1.06% of assets$205.47M invested
- 10. Apollo Global Management Inc Class A0.39% of assets$76.53M invested
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Financial performance
Performance data provided by
Find more financial data on MADVX at Morningstar.com
Find more financial data on MADVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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