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Morningstar

BlackRock Advantage Global Investor A MDGCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 21.11  /  0.00
  • Total Assets 359.7 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.22%
  • Turnover 102%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MDGCX

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

People Pillar

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

BlackRock Advantage Global Investor A’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MDGCX

More MDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 631
  • Bond Holdings 0
  • Other Holdings 117
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.54
17,491,568
Technology

Apple Inc

4.07
15,686,769
Technology

Amazon.com Inc

3.06
11,765,352
Consumer Cyclical

NVIDIA Corp

2.80
10,766,793
Technology

BlackRock Liquidity T-Fund Instl

1.75
6,728,530
Cash and Equivalents

Nestle SA

1.60
6,154,877
Consumer Defensive

Chevron Corp

1.47
5,679,097
Energy

Walmart Inc

1.46
5,620,777
Consumer Defensive

Novartis AG Registered Shares

1.41
5,414,921
Healthcare

Alphabet Inc Class A

1.18
4,554,886
Communication Services