4 Large-Cap Funds for Continued Upside

If the rally continues, these picks will be winners

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BlackRock Equity Dividend Fund

BlackRock185 4 Large Cap Funds for Continued UpsideExpense Ratio: 0.99%

Robert Shearer took the helm of the BlackRock Equity Dividend Fund (MDDVX) about a decade ago. During this time he racked up a 10% average return and now the fund has about $29.4 billion in assets.

Another perk is that Shearer focuses on companies that have a good chance of increasing dividends. To this end, he looks for powerful barriers to entry, positive industry trends and solid management teams. Well, and he also looks for a bargain, of course!

Once Shearer finds a good pick, he tends to stick with it. In fact, the turnover of the portfolio is a mere 3%.

The fund’s expense ratio is 0.99%, while its front-end sales charge varies depending on your investment. Some of the top holdings include Chevron (CVX), JP Morgan Chase (JPM), Wells Fargo (WFC) and Pfizer (PFE).


Article printed from InvestorPlace Media, http://investorplace.com/2013/05/4-large-cap-funds-for-continued-upside/.

©2014 InvestorPlace Media, LLC

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