Joe , I"m guessing now , but maybe the 7.1% avg at Black Rock http://www.bloomberg.com/news/2010-08-27/blackrock-s-stattman-joins-miller-betting-on-large-stocks-as-growth-slows.html may have had some bearing on the expected dividend. <<Stattman, whose BlackRock Global Allocation Fund returned 7.1 percent a year over the past decade>>