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Morningstar

BlackRock Advantage Large Cap Gr Instl CMVIX

Morningstar Analyst Rating
Analyst rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.55  /  1.33 %
  • Total Assets 931.3 Mil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 130%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:27 AM GMT+00:00

Morningstar’s Analysis CMVIX

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.

Strict adherence to the benchmark limits this strategy's appeal.

Analyst

Summary

| by Paul Ruppe

BlackRock Advantage Large Cap Growth's well-stocked research team and its respectable but unexceptional quantitative approach earn the strategy’s share classes Morningstar Analyst Ratings of either Bronze or Neutral, depending on fees.

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