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Morningstar

BlackRock Advantage Large Cap Val Inv C MCLVX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 25.26  /  0.24 %
  • Total Assets 570.0 Mil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • 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 0.28%
  • Turnover 116%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis MCLVX

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

People Pillar

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

Strict adherence to the benchmark limits this strategy's appeal.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

BlackRock Advantage Large Cap Value's well-stocked research team and its respectable but unexceptional quantitative approach earn the strategy's share classes Morningstar Analyst Ratings of either Bronze or Neutral, depending on fees.

by Paul Ruppe
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MCLVX

More MCLVX Holdings
  • Current Portfolio Date
  • Equity Holdings 187
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Walmart Inc

2.52
13,330,988
Consumer Defensive

Berkshire Hathaway Inc Class B

2.25
11,912,417
Financial Services

Elevance Health Inc

1.73
9,139,528
Healthcare

Medtronic PLC

1.71
9,048,685
Healthcare

FedEx Corp

1.55
8,208,779
Industrials

Citigroup Inc

1.54
8,118,631
Financial Services

Chevron Corp

1.53
8,090,930
Energy

Stryker Corp

1.51
7,960,141
Healthcare

Exxon Mobil Corp

1.50
7,932,505
Energy

MetLife Inc

1.43
7,547,458
Financial Services