BlackRock Small Cap Value Instl
100 Bellevue Parkway Wilmington, DE 19809
Map
Phone: 800-441-7762
| Category: | Small Blend | | Fund Family: | BlackRock | | Net Assets: | 21.07M | | Year-to-Date Return: | -8.73% | | Yield: | 3.22% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Apr-92 |
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Wayne J. Archambo
Lead Manager since
01-Jan-02 | | | Archambo is managing director with BlackRock Advisor. Prior to joining BlackRock in 2002, he was a founding partner and manager of Boston Partners Asset Management, L.P.s small and mid-cap value equity products since the firms inception in 1995. Archambo holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $2,000,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities issued by U.S. small capitalization value companies with capitalizations under $2 billion. It primarily buys common stocks but also can invest in preferred stocks and securities convertible into common and preferred stock. |
| Last Dividend
(6-Dec-07):
| 0.33 | | Last Cap Gain
(6-Dec-07):
| 1.51 | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 92.45% |
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| Expense | PNSEX | Category
Avg | | Total Expense Ratio: | 0.86%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$278 | $589 | | 5 Yr Expense Projection*: |
$482 | $962 | | 10 Yr Expense Projection*: |
$1,073 | $1,922 |
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0.29% Nasdaq 
0.14%
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