BlackRock Dynamic High Income Portfolio (BDHIX) Research

This portfolio boasts significant investment flexibility, capable of allocating its entire capital, up to 100%, into either equity securities (stocks) or fixed-income securities (bonds), or any blend of the two. This exposure can be gained directly through investments in individual stocks and bonds, or indirectly by investing in other pooled investment vehicles. Such indirect methods include BlackRock's own equity and/or fixed-income mutual funds, known as "underlying funds," as well as exchange-traded funds (ETFs) from both BlackRock (affiliated) and other companies (unaffiliated). Furthermore, the fund has the option to commit as much as 50% of its assets to structured notes, which are financial instruments designed to provide returns tied to covered call options or a range of other financial products.

Market snapshot

Symbol
BDHIX
Price
$9.05
Day change
+0.44%
Market cap
$1.6B
52-week range
8.55-9.14
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)
  • Eaton Vance Enhanced Equity Income Fund II (EOS)
  • American Funds Retirement Income Portfolio - Conservative Class F-1 (FAFWX)
  • Harbor Large Cap Value Fund Institutional Class (HAVLX)
  • JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX)
  • Lazard US Corporate Income Portfolio Open Shares (LZHOX)
  • Touchstone Small Company Fund Class A (SAGWX)
  • Sierra Tactical Core Income Fund Institutional Class (SSIRX)

Open BlackRock Dynamic High Income Portfolio (BDHIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.