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BlackRock Advantage Large Cap Gr R BMCRX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 25.56  /  +0.47 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Closed
  • TTM Yield
  • Turnover 130%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis BMCRX

Will BMCRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in BlackRock Advantage Large Cap Gr R's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings BMCRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 52.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.07 157.3 Mil
Technology

Apple Inc

10.38 124.9 Mil
Technology

Amazon.com Inc

5.00 60.2 Mil
Consumer Cyclical

NVIDIA Corp

4.99 60.1 Mil
Technology

Meta Platforms Inc Class A

4.95 59.5 Mil
Communication Services

Eli Lilly and Co

3.38 40.7 Mil
Healthcare

Broadcom Inc

3.38 40.7 Mil
Technology

Mastercard Inc Class A

2.80 33.6 Mil
Financial Services

Alphabet Inc Class C

2.68 32.2 Mil
Communication Services

Alphabet Inc Class A

2.27 27.3 Mil
Communication Services