A deep bench backs BlackRock Advantage Large Cap Growth, but its research has not borne fruit consistently in the relatively efficient U.S. large-cap space. Most of its share classes earn Morningstar Analyst Ratings of Bronze, while the pricier C and R share classes are Neutral.
BlackRock Advantage Large Cap Gr Instl CMVIX
NAV / 1-Day Return
21.94
/
1.35
%
Total Assets
994.0 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.620%
Expense Ratio
0.620%
Fee Level
Below Average
Longest Manager Tenure
3.72
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
2,000,000
Status
Open
TTM Yield
0.29%
Turnover
70%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CMVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMVIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CMVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CMVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An impressive bench of quant researchers applies a reasonable approach.
