BlackRock WDP Tactical Equity (S:0P0000XQFK)
35.86
-1.74
(-4.63%)
USD |
Mar 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Customize
| Maximum Management Fee | Annualized Total Returns Since Inception (Daily) | Alpha (vs Category) (3Y) | Forecasted Dividend Yield |
|---|---|---|---|
| -- | -- | -- | -- |
| Total Market Value (Net) | Beta (vs Category) (3Y) | Max Drawdown (Since Inception) | Fwd Dividend Yield (Long) |
| Upgrade | Upgrade | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| -- |
| General | |
| Security Type | Separately Managed Account |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Global Peer Group | |
| Peer Group | |
| Global Macro | |
| US Macro | |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
Annual Total Returns Versus Peers
As of April 23, 2025.
Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | -- | -- | -- |
| Stock | -- | -- | -- |
| Bond | -- | -- | -- |
| Convertible | -- | -- | -- |
| Preferred | -- | -- | -- |
| Other | -- | -- | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Sma Capital Appreciation Model Prvt
|
28.91% | -- | -- |
| iShares Russell 3000 ETF | 23.92% | 303.68 | 1.44% |
|
Sma Equity Dividend Model Prvt
|
21.12% | -- | -- |
| iShares MSCI Taiwan ETF | 4.88% | 45.36 | 2.32% |
| iShares MSCI Switzerland ETF | 4.68% | 52.06 | -0.74% |
| iShares MSCI Spain ETF | 3.20% | 39.96 | -0.45% |
| iShares MSCI Italy ETF | 3.01% | 42.63 | -0.42% |
| iShares MSCI Japan ETF | 2.72% | 69.40 | 0.19% |
| iShares MSCI France ETF | 2.67% | 40.06 | 0.55% |
| iShares MSCI Sweden ETF | 1.50% | 42.43 | -0.59% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Administrative Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Trustee Fee | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| -- |
| General | |
| Security Type | Separately Managed Account |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Global Peer Group | |
| Peer Group | |
| Global Macro | |
| US Macro | |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
Fundamentals
| Number of Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | 7/1/2009 |
| Last Annual Report Date | -- |
| Last Prospectus Date | 1/16/2023 |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |