BlackRock Exchange Portfolio BlackRock Shares
STSEX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
BlackRock
Manager/Tenure
(Years)
(Years)
Phil Ruvinsky (5), Caroline Bottinelli (2)
Website
Address
BlackRock Funds
Providence RI - 02940-8019
Providence RI - 02940-8019
Country
United States
Phone Number
800-441-7762
Investment Strategy
The investment seeks long-term growth of capital and consequent long-term growth of income. The fund invests largely in, and holds a supervised portfolio comprised of, common stocks or convertible securities, believed by management to have growth potential over the years. In pursuing the objective, the adviser seeks to minimize the recognition of capital gains. The fund currently emphasizes companies with mid to large market capitalizations. Its investments are not, however, limited by a company's market capitalization and the fund may invest in companies with any market capitalization.