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Morningstar

BlackRock Advantage Global Investor C MCGCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.00  /  0.73 %
  • Total Assets 369.6 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.12%
  • Turnover 102%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis MCGCX

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

People Pillar

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

An upgrade in its Process Pillar rating is the primary driver of BlackRock Advantage Global Investor C's upgrade to a Morningstar Medalist Rating of Bronze from 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MCGCX

More MCGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 542
  • Bond Holdings 0
  • Other Holdings 44
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.11
17,296,355
Technology

Apple Inc

3.68
12,455,451
Technology

Amazon.com Inc

3.23
10,932,279
Consumer Cyclical

NVIDIA Corp

2.76
9,336,581
Technology

BlackRock Liquidity T-Fund Instl

1.72
5,814,190
Cash and Equivalents

Meta Platforms Inc Class A

1.59
5,387,009
Communication Services

Nestle SA

1.51
5,126,963
Consumer Defensive

Walmart Inc

1.49
5,027,799
Consumer Defensive

Mastercard Inc Class A

1.42
4,792,065
Financial Services

Novartis AG Registered Shares

1.39
4,700,630
Healthcare