MDGUX Rating, Research - Blackrock Utilities & Telecom Inv A

Blackrock Utilities & Telecom Inv A (mdgux)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 91

Threats + Weaknesses = 66

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mdgux mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Blackrock Utilities & Telecom Inv A (MDGUX) Description: MDGUX is a mutual fund, which is an investment that owns a basket of assets. The MDGUX mutual fund was provided by Blackrock and this investment vehicle derives the majority of its value from equity holdings (stocks). Blackrocks mutual fund has a medium management tenure and is in the small fund size classification. MDGUXs minimum initial investment amount is $1000 while the IRA minimum is $100. MDGUXs expense ratio is roughly 1%. The latest MDGUXs front end load was 5% and the back end load was 0%. The Blackrock Utilities & Telecom Inv A (MDGUX) mutual fund falls under the utilities category. MDGUX focuses its investments in USA and MDGUX is focused on the utilities industry or fund sector. The Blackrock Utilities & Telecom Inv A (MDGUX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MDGUXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MDGUXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests the equity portion of its portfolio predominantly in mid- and large cap companies, with the remaining portion of its equity portfolio in smaller companies. Mid- and large cap companies are considered to be those with market capitalization values greater than $1.5 billion. It expects to invest substantially and may invest up to 100% of assets in foreign securities, which may include sovereign debt and participations in foreign government debt. The fund does not intend to invest more than a portion (no more than 25%) of assets in securities of issuers located in emerging market countries.

Management Analysis Update

Performance Analysis Update