Morningstar

BlackRock Mid-Cap Value Fund Investor A Shares MDRFX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $24.32  /  −0.53 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 75%
NAV and 1-Day Return as of

Morningstar’s Analysis MDRFX

Will MDRFX outperform in the 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 MDRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Mid-Cap Value Investor A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings MDRFX

More MDRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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