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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 24.73  /  −0.32 %
  • Total Assets 366.7 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 1.30%
  • Turnover 102%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 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.

A strong management team and sound investment process underpin BlackRock Advantage Global Investor A's 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.08 19.4 Mil
Technology

Apple Inc

4.51 17.2 Mil
Technology

NVIDIA Corp

3.45 13.2 Mil
Technology

Amazon.com Inc

3.36 12.9 Mil
Consumer Cyclical

BlackRock Liquidity T-Fund Instl

1.82 6.9 Mil
Cash and Equivalents

Novo Nordisk A/S Class B

1.66 6.3 Mil
Healthcare

Mastercard Inc Class A

1.63 6.2 Mil
Financial Services

Qualcomm Inc

1.41 5.4 Mil
Technology

Johnson & Johnson

1.35 5.2 Mil
Healthcare

Nestle SA

1.28 4.9 Mil
Consumer Defensive