Morningstar

BlackRock Advantage Large Cap Value Fund Investor C Shares MCLVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $32.13  /  −0.71 %
  • Fund Size $912.0M
  • Adjusted Expense Ratio 1.540%
  • Net Expense Ratio 1.540%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.44%
  • Turnover Ratio 120%
NAV and 1-Day Return as of

Morningstar’s Analysis MCLVX

Will MCLVX outperform in the 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.

A solid, always-evolving quantitative strategy.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

A well-resourced and experienced team makes BlackRock Advantage Large Cap Value a solid option for investors.

by Kongkon Gogoi
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MCLVX

More MCLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.19 55M
Consumer Cyclical

Apple Inc

5.92 52M
Technology

Microsoft Corp

5.23 46M
Technology

Berkshire Hathaway Inc Class B

2.63 23M
Financial Services

JPMorgan Chase & Co

2.47 22M
Financial Services

ExxonMobil Holdings Corp

2.14 19M
Energy

BlackRock Liquidity T-Fund Instl

2.05 18M
Cash and Equivalents

Chevron Corp

1.78 16M
Energy

The Goldman Sachs Group Inc

1.57 14M
Financial Services

Procter & Gamble Co

1.56 14M
Consumer Defensive

Sponsor Center