MDSRX Rating, Research - Blackrock S&P 500 Index A

Blackrock S&P 500 Index A (mdsrx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 290

Threats + Weaknesses = 195

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

Fund Management Team

Fund Description Update

Blackrock S&P 500 Index A (MDSRX) Description: MDSRX is a mutual fund, which is an investment that owns a basket of assets. The MDSRX 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 long management tenure and is in the large fund size classification. MDSRXs minimum initial investment amount is $1000 while the IRA minimum is $100. MDSRXs expense ratio is roughly 1%. The latest MDSRXs front end load was 0% and the back end load was 0%. The Blackrock S&P 500 Index A (MDSRX) mutual fund falls under the large-cap mixed category. MDSRX focuses its investments in USA and MDSRX is not affiliated with a particular industry or fund sector. The Blackrock S&P 500 Index A (MDSRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MDSRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MDSRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund invests in stocks (see stock research) that pay lower dividends included in the Russell 1000 index that is made up of the stocks (see stock research) of large- and mid-capitalization U.S. companies. To reduce taxable distributions, the fund employs techniques to minimize capital gains. It also emphasizes low-yielding stocks (see stock research).


Management Analysis Update

Blackrock S&P 500 Index A's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update