Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.93% 2.37% -- 141048.1
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.74% 63.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide current income and capital appreciation. The Fund invests at least 80% of the Funds net assets in large cap equity securities and derivatives that provide investment exposure to such securities or to one or more market risk factors associated with such securities.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-8.60%
30.46%
8.01%
34.25%
-13.13%
18.47%
12.71%
34.59%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
-19.24%
26.08%
7.28%
18.93%
-15.47%
11.96%
16.78%
17.80%
-4.29%
21.24%
13.17%
18.41%
-19.69%
9.96%
27.66%
7.78%
-5.88%
28.59%
11.31%
29.41%
-15.46%
17.88%
21.96%
14.87%
--
--
--
--
--
--
13.42%
9.41%
As of December 10, 2025.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 31.71%
Stock 101.7%
Bond 0.58%
Convertible 0.00%
Preferred 0.00%
Other -34.00%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide current income and capital appreciation. The Fund invests at least 80% of the Funds net assets in large cap equity securities and derivatives that provide investment exposure to such securities or to one or more market risk factors associated with such securities.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders