About BHEIX
BlackRock High Equity Income Fund Class K is a mutual fund designed to deliver high current income while also allowing for capital appreciation. Managed by one of the world’s largest asset managers, this fund primarily invests in equity securities and equity-related instruments, allocating at least 80% of its net assets to such holdings. While it can invest across all market capitalizations, the portfolio generally emphasizes large-cap stocks. Notably, the fund also utilizes derivative instruments, such as equity-linked notes and covered call options, to enhance income generation—a strategy often categorized under derivative income or options overlay approaches.
BlackRock High Equity Income Fund Class K is distinguished by its relatively high dividend yield, distributed monthly, and a focus on companies that pay dividends and demonstrate potential for steady income and moderate growth. The fund’s diverse holdings span sectors including financials, technology, healthcare, and communication services. With a significant asset base and an expense ratio that positions it competitively against peers, the fund provides institutional investors with a sophisticated tool for income-focused equity exposure while maintaining a disciplined risk management approach.
Fund Family BlackRock
Category Derivative Income
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BHEIX
Index Russell 1000 Value TR
BHEIX had a total return of 21.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.10%.
