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BlackRock Large Cap Focus Growth Inv A MDFOX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis MDFOX

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

People Pillar

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

Loss of experienced team members leads to a downgrade.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Significant turnover has left the team on BlackRock Capital Appreciation and BlackRock Large Cap Focus Growth light on experience, resulting in a People Pillar downgrade to Average from Above Average. But its robust process remains intact. BlackRock Capital Appreciation will merge into BlackRock Large Cap Focus Growth on Dec. 8, 2023.

by Drew Carter
Rated on Published on

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