Blackrock Exchange Portfolio Fund Quote
| STSEX Fund | USD 2,537 2.41 0.1% |
PerformanceOK
| Odds Of DistressLow
|
Blackrock Exchange is trading at 2536.80 as of the 30th of June 2025; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 2534.39. Blackrock Exchange has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of May 2025 and ending today, the 30th of June 2025. Click here to learn more.
The fund invests largely in, and holds a supervised portfolio comprised of, common stocks or convertible securities, believed by management to have growth potential over the years. In pursuing the objective, the adviser seeks to minimize the recognition of capital gains. More on Blackrock Exchange Portfolio
Moving together with Blackrock Mutual Fund
Blackrock Mutual Fund Highlights
| Thematic Idea | Currency Funds (View all Themes) |
| Fund Concentration | BlackRock Funds, Large Value Funds, Large Blend Funds, Currency Funds, Large Blend, BlackRock, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Blackrock Exchange Portfolio [STSEX] is traded in USA and was established 30th of June 2025. Blackrock Exchange is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of BlackRock family. The entity is thematically classified as Currency Funds. This fund at this time has accumulated 221.14 M in assets with no minimum investment requirementsBlackrock Exchange is currently producing year-to-date (YTD) return of 8.07% with the current yeild of 0.01%, while the total return for the last 3 years was 13.93%.
Check Blackrock Exchange Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Exchange Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Exchange Portfolio Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| AXP | American Express | Stock | Financials | |
| GD | General Dynamics | Stock | Industrials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVS | Novartis AG ADR | Stock | Health Care |
Blackrock Exchange Risk Profiles
| Mean Deviation | 0.8502 | |||
| Semi Deviation | 1.19 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.15 |
Blackrock Exchange Against Markets
Other Information on Investing in Blackrock Mutual Fund
Blackrock Exchange financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Exchange security.
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