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Morningstar

BlackRock Mid-Cap Value Investor A MDRFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 20.94  /  0.77 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 70%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MDRFX

Will MDRFX 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 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.

Summary

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A sound investment process and strong management team underpin BlackRock Mid-Cap Value Investor A's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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