What information is included in the monthly statements?

Asked 5 months ago
Monthly statements from Blackrock Funds typically include a variety of important information that helps investors track their investment performance and overall portfolio status. Generally, these statements provide a summary of the account's holdings, including the total value of investments over the reporting period. They often detail each individual security and its corresponding value, allowing investors to see precisely what they own within their portfolios. Additionally, the statements usually include information on transactions during the month, such as purchases, sales, dividends, or interest income received. Performance metrics may also be provided, indicating how the portfolio has performed relative to benchmarks or indices over specific periods. Any fees or expenses incurred during the month are typically disclosed as well, giving investors clarity on the costs associated with managing their investments. Lastly, monthly statements may offer insights into any changes made to investment strategies or recommendations. For the most accurate and personalized information regarding monthly statements, it is advisable to visit the Blackrock website, where additional details may be available, including how these statements can be accessed.
Adam Goldkamp is the editor / author responsible for this content.
Answered Jul 1, 2025

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