BlackRock Equity Dividend Fund

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BlackRock Equity Dividend Instl (MADVX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$943.51 MILLION
Military weapons
3
military weapon stocks found
4.8%
of assets flagged
Data as of 31 Aug 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
3
holdings
$943.51M
invested
4.8%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
3
holdings
$943.51M
invested
4.8%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
1
holdings
$446.93M
invested
2.27%
of portfolio
Military weapon companies
3 holdings
3 holdings
  • 1.  L3Harris Technologies Inc
    Nuclear weaponsControversial weapons
    $446.93M
    2.27%
  • 2.  RTX Corp
    Nuclear weapons
    $285.28M
    1.45%
  • 3.  Leidos Holdings Inc
    Nuclear weapons
    $211.3M
    1.07%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

BlackRock Equity Dividend Fund earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on MADVX at Morningstar.com
Current fund
MADVX
BlackRock Equity Dividend Fund
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.41% less in annualized returns
More invested in military weapons 
1.78% more invested
More invested in major military contractors 
1.78% more invested
More invested in manufacturers/servicers of nuclear weapons 
2.48% more invested
More invested in manufacturers of controversial weapons 
1.42% more invested
Current fund
MADVX
BlackRock Equity Dividend Fund
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.41% less in annualized returns
More invested in military weapons 
1.78% more invested
More invested in major military contractors 
1.78% more invested
More invested in manufacturers/servicers of nuclear weapons 
2.48% more invested
More invested in manufacturers of controversial weapons 
1.42% more invested
Current fund
MADVX
BlackRock Equity Dividend Fund
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.41% less in annualized returns
More invested in military weapons 
1.78% more invested
More invested in major military contractors 
1.78% more invested
More invested in manufacturers/servicers of nuclear weapons 
2.48% more invested
More invested in manufacturers of controversial weapons 
1.42% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
MADVX - BlackRock Equity Dividend Fund
25%
8.81%
11%
9.93%
4.8% 
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
3.02% 
Fund compared to benchmark
 
-11.2%
-3.07%
-5.16%
-3.41%
1.78%  higher
Find more financial data on MADVX at Morningstar.com
What's next?
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Action toolkit
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