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Morningstar

BlackRock Advantage Large Cap Core Instl MALRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 17.46  /  0.06 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.08%
  • Turnover 73%

USD | NAV as of May 30, 2023 | 1-Day Return as of May 30, 2023, 10:25 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MALRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MALRX 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 MALRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in BlackRock Advantage Large Cap Core Instl’s People Pillar and Parent Pillar underpin this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MALRX

More MALRX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 183
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.17
175,764,703
Technology

Apple Inc

6.02
171,443,145
Technology

Amazon.com Inc

2.65
75,592,465
Consumer Cyclical

NVIDIA Corp

2.33
66,435,546
Technology

Alphabet Inc Class A

2.24
63,672,371
Communication Services

Chevron Corp

2.03
57,815,185
Energy

PepsiCo Inc

1.87
53,203,143
Consumer Defensive

Walmart Inc

1.77
50,449,947
Consumer Defensive

Bristol-Myers Squibb Co

1.49
42,449,228
Healthcare

Alphabet Inc Class C

1.46
41,575,310
Communication Services