貝萊德美國靈活股票基金 A2

67.38美元0.4(0.6%)
2024/10/04更新
績效 / 
1月3.19%
3月0.64%
1年26.06%
晨星評等

基本資料

基金公司/總代理人
貝萊德證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美國大型均衡型股票
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
Morningstar US Large-Mid NR USD
基金規模
3,123.59百萬截至 2024-10-04
年初至今報酬率
12.64%
殖利率
0.00
晨星評等
成立日期
2002-10-31

投資策略

以盡量提高總回報為目標,並以貫徹環境、社會及管治(「ESG」)投資原則的方式進行投資。基金將其至少70%的總資產投資於在美國註冊或從事大部份經濟活動的公司的股本證券。基金通常會投資於投資顧問認為具有增長價值投資特性的證券,並會視乎市場前景側重投資於其中一類證券。基金的總資產將按照下文所述的ESG政策進行投資。基金可運用衍生工具作投資用途及進行有效投資組合管理。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Wolfe Joseph
  • 資歷 7年(2017-03-29 至今)
  • Joseph Wolfe, CFA, CQF, FRM, has been a Director at BlackRock within the Fundamental Active Equity Portfolio Management Group since 2012. Prior to joining BlackRock in 2012, Mr. Wolfe was the head of Quantitative Active Research at Northern Trust in Chicago where he directed quantitative research across the active equity teams, developed ETF strategies for FlexShares and co-managed several active mutual funds. Prior to joining Northern Trust in 2005, Joseph was a senior quantitative analyst with the State Teachers Retirement System of Ohio. Joseph received a B.S. degree from Slippery Rock University and holds advanced degrees in economics from Ohio State University and Kent State University. He is a CFA charterholder and a Certified Financial Risk Manager. He is a member of the Boston Security Analysts Society, Chicago Quantitative Alliance and Global Association of Risk Professionals. He holds a Series 3 license.
  • Burnside Todd
  • 資歷 7年(2017-03-29 至今)
  • Todd Burnside, Director, is a member of the Fundamental Active Equity division of BlackRock’s Active Equities Group. Mr. Burnside is a portfolio manager on the US Income & Value Team. Previously, he had responsibility for fundamental research coverage of US large cap equities, with a focus on the Consumer Discretionary, Financials and Telecommunications sectors. Mr. Burnside joined BlackRock in 2008. Previously, he was an analyst with Morgan Stanley Investment Management from 2003 to 2008, where he was responsible for covering US large cap industrials and consumer stocks. Prior to that, he was a software equity analyst with Prudential Securities from 1999 to 2001. He began his career as an analyst with Nasdaq-Amex in 1997. Mr. Burnside earned a BS degree in Finance from Penn State University in 1997 and an MBA degree in Finance from New York University in 2003.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw