BlackRock Equity Dividend Fund | Gender equality score

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 SA
1.87% of assets
$371.12M invested
2. AstraZeneca PLC
1.22% of assets
$242.39M invested
3. JPMorgan Chase & Co
1.56% of assets
$308.55M invested
4. Wells Fargo & Co
3.24% of assets
$642.57M invested
5. Unilever PLC ADR
1.98% of assets
$393.1M invested
6. Bank of America Corp
1.6% of assets
$318.4M invested
7. AT&T Inc
0.72% of assets
$143.48M invested
8. Mondelez International Inc Class A
0.25% of assets
$49.73M invested
9. BP PLC
2.83% of assets
$560.93M invested
10. Verizon Communications Inc
1.03% of assets
$203.96M 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 Inc
2.06% of assets
$408.71M invested
2. Enterprise Products Partners LP
2.19% of assets
$434.42M invested
3. Apollo Global Management Inc Class A
1.02% of assets
$202.49M invested
4. Komatsu Ltd
0.96% of assets
$190.98M invested
5. First Citizens BancShares Inc Class A
1.9% of assets
$376.71M invested
6. Charles Schwab Corp
0.43% of assets
$84.93M invested
7. Cognizant Technology Solutions Corp Class A
2.6% of assets
$515.72M invested
8. Sealed Air Corp
1.32% of assets
$262.55M invested
9. Dollar General Corp
1.21% of assets
$240.31M invested
10. Panasonic Holdings Corp
1.06% of assets
$209.92M invested

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Financial performance

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Find more financial data on MADVX at Morningstar.com

Gender Equality and Returns

Returns chart for BlackRock Equity Dividend Fund

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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

Current fund

MADVX

BlackRock Equity Dividend Fund

Family

BlackRock/iShares

Category

Large Value

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.35% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MADVX

BlackRock Equity Dividend Fund

Family

BlackRock/iShares

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.35% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MADVX

BlackRock Equity Dividend Fund

Family

BlackRock/iShares

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.35% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 2/28/23

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MADVX - BlackRock Equity Dividend Fund

-2.16%

12%

7.9%

9.86%

53 / 100 points

Benchmark

-7.72%

12%

9.79%

12%

53 / 100 points

Fund compared to benchmark

5.56%

-0.44%

-1.89%

-2.35%

Same

Find more financial data on MADVX at Morningstar.com

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