BlackRock Equity Dividend Fund
Shareclass
BlackRock Equity Dividend Instl (MADVX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 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: 102 out of 2,530 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
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. Sanofi SA1.91% of assets$363.66M invested
- 2. AstraZeneca PLC0.47% of assets$88.7M invested
- 3. International Flavors & Fragrances Inc0.62% of assets$118.63M invested
- 4. Diageo PLC0.19% of assets$36.88M invested
- 5. Shell PLC1.63% of assets$311.17M invested
- 6. BP PLC1.95% of assets$371.35M invested
- 7. Pernod Ricard SA0.24% of assets$45.58M invested
- 8. Citigroup Inc3.01% of assets$572.87M invested
- 9. Bank of America Corp0.53% of assets$100.84M invested
- 10. WPP PLC0.84% of assets$159.98M 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. Westinghouse Air Brake Technologies Corp0.76% of assets$144.98M invested
- 2. SS&C Technologies Holdings Inc2.45% of assets$466.39M invested
- 3. Sealed Air Corp1.26% of assets$239.08M invested
- 4. The Swatch Group AG Bearer Shares0.49% of assets$92.58M invested
- 5. Komatsu Ltd0.25% of assets$48.39M invested
- 6. Sony Group Corp1.23% of assets$233.41M invested
- 7. Fortrea Holdings Inc0.25% of assets$48.19M invested
- 8. Crown Holdings Inc0.25% of assets$47.53M invested
- 9. Cognizant Technology Solutions Corp Class A1.53% of assets$291.71M invested
- 10. Fidelity National Financial Inc1.26% of assets$239.3M 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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