BlackRock High Equity Income Instl (BMCIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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BlackRock High Equity Income Instl
WILMINGTON DE 19809
100 BELLEVUE PARKWAY
BlackRock Capital Appreciation Fund, Inc.
800-441-7762
Management information
,Lead manager since 11 June 2017
CFA ,Managing Director of BlackRock, Inc. since 2010
McClements joined BlackRock following the merger with SSRM in 2005. Prior to joining BlackRock, he was vice president of SSRM's Quantitative Strategies Group where one of his responsibilities was implementing different option strategies on various equity accounts since 2004. Prior to joining SSRM, McClements was a vice president at Deutsche Asset Management where he was a derivative, program and FX trader. From 1998 to 2001, he was also a portfolio manager for the ProEquity Fund Series.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryDerivative Income
Fund familyBlackRock
Net assets2.04B
YTD return6.11%
Yield6.50%
Morningstar rating★★★★
Inception date30 Apr 1998
Fund operations
Last dividend0.47
Last cap gain-7.00
Holdings turnover126.00%
Average for categoryN/A
Fees and expenses
ExpenseBMCIXCategory average
Annual report expense ratio (net)0.85%1.11%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio1.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.56%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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