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BlackRock Advantage Large Cap Val Inv A MDLVX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 30.27  /  +0.53 %
  • Total Assets 609.2 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 116%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:55 AM GMT+0

Morningstar’s Analysis MDLVX

Will MDLVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sensible quantitative strategy.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

BlackRock Advantage Large Cap Value is overseen by an experienced and well-resourced team, and its quantitative stock-picking model has favorable aspects, but tradeable data signals are notoriously fleeting, and the need to constantly find new ones presents challenges. Still, for the right price, it is a decent option.

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Portfolio Holdings MDLVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

2.58 15.3 Mil
Financial Services

Walmart Inc

1.93 11.4 Mil
Consumer Defensive

Medtronic PLC

1.81 10.7 Mil
Healthcare

Citigroup Inc

1.76 10.4 Mil
Financial Services

Elevance Health Inc

1.64 9.7 Mil
Healthcare

Amgen Inc

1.52 9.0 Mil
Healthcare

Exxon Mobil Corp

1.34 7.9 Mil
Energy

Comcast Corp Class A

1.33 7.9 Mil
Communication Services

Qualcomm Inc

1.30 7.7 Mil
Technology

Coca-Cola Co

1.30 7.7 Mil
Consumer Defensive