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Morningstar

BlackRock Mid-Cap Value Institutional MARFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.13  /  0.55 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.02%
  • Turnover 70%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MARFX

Will MARFX 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 MARFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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A strong management team and sound investment process underpin BlackRock Mid-Cap Value Institutional's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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