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BlackRock Advantage Large Cap Core Instl MALRX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 21.43  /  −2.15 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.84%
  • Turnover 105%

USD | NAV as of Jul 24, 2024 | 1-Day Return as of Jul 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MALRX

Will MALRX outperform in future?

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

BlackRock Advantage Large Cap Core Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings MALRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.77 228.3 Mil
Technology

Apple Inc

6.97 204.9 Mil
Technology

NVIDIA Corp

5.85 171.9 Mil
Technology

Amazon.com Inc

4.75 139.5 Mil
Consumer Cyclical

Alphabet Inc Class A

3.09 90.8 Mil
Communication Services

The Home Depot Inc

1.91 56.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.91 56.1 Mil
Communication Services

Mastercard Inc Class A

1.90 56.0 Mil
Financial Services

Alphabet Inc Class C

1.79 52.6 Mil
Communication Services

Eli Lilly and Co

1.76 51.7 Mil
Healthcare