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Morningstar

BlackRock Advantage Large Cap Val Inv A MDLVX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 30.35  /  +1.37 %
  • Total Assets 625.0 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 1.33%
  • Turnover 116%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MDLVX

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

  • People Pillar

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

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.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MDLVX

More MDLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.00 18.6 Mil
Financial Services

JPMorgan Chase & Co

2.43 15.1 Mil
Financial Services

Comcast Corp Class A

1.92 11.9 Mil
Communication Services

Medtronic PLC

1.65 10.2 Mil
Healthcare

Exxon Mobil Corp

1.64 10.2 Mil
Energy

Eaton Corp PLC

1.60 10.0 Mil
Industrials

Gilead Sciences Inc

1.59 9.9 Mil
Healthcare

Micron Technology Inc

1.35 8.4 Mil
Technology

Lockheed Martin Corp

1.30 8.0 Mil
Industrials

Pfizer Inc

1.30 8.0 Mil
Healthcare