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 R MRLVX
- NAV / 1-Day Return 28.84 / +0.42 %
- Total Assets 605.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 100
- Status Open
- TTM Yield 1.18%
- Turnover 116%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MRLVX
Will MRLVX 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 17.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.11 | 18.9 Mil | Financial Services |
JPMorgan Chase & Co | 2.19 | 13.3 Mil | Financial Services |
Walmart Inc | 2.00 | 12.1 Mil | Consumer Defensive |
Citigroup Inc | 1.63 | 9.9 Mil | Financial Services |
Medtronic PLC | 1.62 | 9.9 Mil | Healthcare |
Elevance Health Inc | 1.59 | 9.6 Mil | Healthcare |
Qualcomm Inc | 1.38 | 8.4 Mil | Technology |
Exxon Mobil Corp | 1.33 | 8.1 Mil | Energy |
Gilead Sciences Inc | 1.33 | 8.1 Mil | Healthcare |
Pfizer Inc | 1.28 | 7.8 Mil | Healthcare |