About BGEEX
BlackRock GA Dynamic Equity Fund is an open-end mutual fund focused on delivering total return through a dynamic, globally diversified approach. Managed by BlackRock's experienced Global Allocation Team, the fund primarily invests at least 80% of its net assets in equity securities, with flexibility to include fixed-income instruments and money market securities as well. Its unconstrained mandate allows for broad exposure across regions, countries, and economic sectors, making it a versatile core equity holding within multi-asset model portfolios. The fund emphasizes a rigorous investment process that combines fundamental analysis, macroeconomic research, and quantitative strategies to select high-conviction stocks—typically maintaining a diversified portfolio of 100–250 holdings. Notable allocations include leading technology and consumer companies such as Microsoft, NVIDIA, Amazon, Apple, and Alphabet. BlackRock GA Dynamic Equity Fund stands out for its adaptability and active management, seeking to provide enhanced total return relative to traditional, index-oriented solutions and serving as a key alpha-seeking component in diversified portfolios. It distributes dividends semi-annually and aims for consistent performance across market cycles, catering primarily to institutional investors with a high minimum investment threshold.
Category World Large-Stock Blend
Stock Exchange NASDAQ
Ticker Symbol BGEEX
Index MSCI World NR USD
BGEEX had a total return of 21.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.40%.
