Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
BlackRock Advantage Large Cap Core Inv C MCLRX
- NAV / 1-Day Return 15.98 / −0.31 %
- Total Assets 3.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.480%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.41%
- Turnover 105%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis MCLRX
Will MCLRX 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 37.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.77 | 234.8 Mil | Technology |
Apple Inc | 6.63 | 200.4 Mil | Technology |
NVIDIA Corp | 4.96 | 149.8 Mil | Technology |
Amazon.com Inc | 4.61 | 139.2 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.93 | 88.6 Mil | Communication Services |
Meta Platforms Inc Class A | 2.68 | 81.1 Mil | Communication Services |
Eli Lilly and Co | 2.47 | 74.7 Mil | Healthcare |
Mastercard Inc Class A | 2.06 | 62.4 Mil | Financial Services |
Visa Inc Class A | 1.67 | 50.4 Mil | Financial Services |
Qualcomm Inc | 1.56 | 47.1 Mil | Technology |