Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.89% -9.00% 897.95M 75733.33
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.51% 28.00% -61.26M Upgrade

Basic Info

Investment Strategy
The Trust’s investment objective is to provide current income and capital appreciation.The Trust seeks to achieve its investment objective by investing in a portfolio of equity securities of U.S. and foreign issuers. The Trust may invest directly in such securities or synthetically through the use of derivatives.
General
Security Type Closed-End Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Derivative Income
Category Index CBOE S&P 500 BuyWrite BXM PR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name BlackRock
Prospectus Benchmark Index
Russell 1000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Christopher Accettella 7.01 yrs
Kyle McClements 7.01 yrs
Todd Burnside 7.01 yrs
John Wolfe 1.25 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
27.73%
-8.60%
30.46%
8.01%
34.25%
-13.13%
18.47%
-0.53%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.73%
33.77%
-8.55%
16.98%
-6.62%
24.72%
-6.07%
-2.14%
-0.16%
28.93%
-19.24%
26.08%
7.28%
18.93%
-15.47%
11.96%
2.11%
14.40%
-9.70%
18.13%
-7.13%
13.93%
-4.36%
20.71%
4.79%
35.31%
-2.16%
31.99%
9.64%
32.94%
-19.77%
20.66%
10.63%
As of April 17, 2024.

Asset Allocation

As of December 31, 2023.
Type % Net % Long % Short
Cash 1.48% Upgrade Upgrade
Stock 98.52% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The Trust’s investment objective is to provide current income and capital appreciation.The Trust seeks to achieve its investment objective by investing in a portfolio of equity securities of U.S. and foreign issuers. The Trust may invest directly in such securities or synthetically through the use of derivatives.
General
Security Type Closed-End Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Derivative Income
Category Index CBOE S&P 500 BuyWrite BXM PR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name BlackRock
Prospectus Benchmark Index
Russell 1000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Christopher Accettella 7.01 yrs
Kyle McClements 7.01 yrs
Todd Burnside 7.01 yrs
John Wolfe 1.25 yrs

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