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BlackRock Large Cap Focus Value Inv C MCBAX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.02  /  +0.72 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.20%
  • Turnover 80%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MCBAX

Will MCBAX outperform in future?

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

Strength in BlackRock Large Cap Focus Value Inv C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings MCBAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

3.88 75.7 Mil
Financial Services

Wells Fargo & Co

3.83 74.9 Mil
Financial Services

Medtronic PLC

2.88 56.3 Mil
Healthcare

The Kraft Heinz Co

2.78 54.2 Mil
Consumer Defensive

Cardinal Health Inc

2.62 51.1 Mil
Healthcare

WPP PLC

2.56 50.0 Mil
Communication Services

SS&C Technologies Holdings Inc

2.55 49.9 Mil
Technology

BP PLC ADR

2.50 48.9 Mil
Energy

L3Harris Technologies Inc

2.49 48.7 Mil
Industrials

First Citizens BancShares Inc Class A

2.45 48.0 Mil
Financial Services