Blackrock Exchange Portfolio Fund Quote
| STSEX Fund | USD 2,122 10.76 0.50% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Blackrock Exchange is trading at 2121.84 as of the 19th of April 2024; that is -0.5% down since the beginning of the trading day. The fund's open price was 2132.6. Blackrock Exchange has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Blackrock Exchange Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests largely in a diversified and supervised portfolio 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. More on Blackrock Exchange Portfolio
Moving together with Blackrock Mutual Fund
| 0.66 | MKCMX | Blackrock California | PairCorr |
| 0.94 | MKLOX | Blackrock Global All | PairCorr |
| 0.66 | BRASX | Bats Series S | PairCorr |
| 0.9 | BRECX | Blackrock International | PairCorr |
| 0.91 | BREAX | Blackrock International | PairCorr |
Blackrock Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Blackrock Exchange's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Blackrock Exchange or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Currency Funds (View all Themes) |
| Fund Concentration | BlackRock Funds, Large Growth Funds, Large Blend Funds, Currency Funds, Large Blend, BlackRock, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Blackrock Exchange Portfolio [STSEX] is traded in USA and was established 19th of April 2024. Blackrock Exchange is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of BlackRock family. The entity is thematically classified as Currency Funds. This fund at this time has accumulated 221.14 M in assets with no minimum investment requirementsBlackrock Exchange is currently producing year-to-date (YTD) return of 8.25% with the current yeild of 0.01%, while the total return for the last 3 years was 12.74%.
Check Blackrock Exchange Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Exchange Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Exchange Portfolio Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy |
| AXP | American Express | Stock | Financials |
| GD | General Dynamics | Stock | Industrials |
| JNJ | Johnson Johnson | Stock | Health Care |
| JPM | JPMorgan Chase Co | Stock | Financials |
| MRK | Merck Company | Stock | Health Care |
| MSFT | Microsoft | Stock | Information Technology |
Blackrock Exchange Target Price Odds Analysis
Based on a normal probability distribution, the odds of Blackrock Exchange jumping above the current price in 90 days from now is about 57.84%. The Blackrock Exchange Portfolio probability density function shows the probability of Blackrock Exchange mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Blackrock Exchange has a beta of 0.7842. This usually implies as returns on the market go up, Blackrock Exchange average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Blackrock Exchange Portfolio will be expected to be much smaller as well. Additionally, blackrock Exchange Portfolio has an alpha of 0.0302, implying that it can generate a 0.0302 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Blackrock Exchange to move above the current price in 90 days from now is about 57.84 (This Blackrock Exchange Portfolio probability density function shows the probability of Blackrock Mutual Fund to fall within a particular range of prices over 90 days) .
Blackrock Exchange Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Blackrock Exchange market risk premium is the additional return an investor will receive from holding Blackrock Exchange long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Blackrock Exchange. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Blackrock Exchange's alpha and beta are two of the key measurements used to evaluate Blackrock Exchange's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5085 | |||
| Semi Deviation | 0.6508 | |||
| Standard Deviation | 0.67 | |||
| Variance | 0.4489 |
Blackrock Exchange Against Markets
Picking the right benchmark for Blackrock Exchange mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Blackrock Exchange mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Blackrock Exchange is critical whether you are bullish or bearish towards Blackrock Exchange Portfolio at a given time. Please also check how Blackrock Exchange's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Blackrock Exchange without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Blackrock Mutual Fund?
Before investing in Blackrock Exchange, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Blackrock Exchange. To buy Blackrock Exchange fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Blackrock Exchange. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Blackrock Exchange fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Blackrock Exchange Portfolio fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Blackrock Exchange Portfolio fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Blackrock Exchange Portfolio, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Blackrock Exchange Portfolio?
The danger of trading Blackrock Exchange Portfolio is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Blackrock Exchange is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Blackrock Exchange. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Blackrock Exchange is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Blackrock Exchange Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Blackrock Exchange information on this page should be used as a complementary analysis to other Blackrock Exchange's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.