BlackRock Advantage Large Cap Value is overseen by an experienced and well-resourced team, and its quantitative stock-picking model has favorable aspects, but tradeable data signals are notoriously fleeting, and the need to constantly find new ones presents challenges. Still, for the right price, it is a decent option.
BlackRock Advantage Large Cap Val Instl MALVX
- NAV / 1-Day Return 31.76 / +0.28 %
- Total Assets 617.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.540%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2.0 Mil
- Status Open
- TTM Yield 1.58%
- Turnover 116%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MALVX
Will MALVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 2.58 | 15.3 Mil | Financial Services |
Walmart Inc | 1.93 | 11.4 Mil | Consumer Defensive |
Medtronic PLC | 1.81 | 10.7 Mil | Healthcare |
Citigroup Inc | 1.76 | 10.4 Mil | Financial Services |
Elevance Health Inc | 1.64 | 9.7 Mil | Healthcare |
Amgen Inc | 1.52 | 9.0 Mil | Healthcare |
Exxon Mobil Corp | 1.34 | 7.9 Mil | Energy |
Comcast Corp Class A | 1.33 | 7.9 Mil | Communication Services |
Qualcomm Inc | 1.30 | 7.7 Mil | Technology |
Coca-Cola Co | 1.30 | 7.7 Mil | Consumer Defensive |