Morningstar

BlackRock Large Cap Focus Growth Fund Class K MKFOX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $8.46  /  +1.20 %
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 99%
NAV and 1-Day Return as of

Morningstar’s Analysis MKFOX

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

  • People Pillar

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

Off to a good start, but questions remain.

Analyst Drew Carter

Drew Carter

Analyst

Summary

BlackRock Large Cap Growth’s team and process remain new and unproven, warranting caution despite a strong performance start. This strategy—which includes the BlackRock Capital Appreciation and BlackRock Large Cap Focus Growth mutual funds, a separately managed account, and the iShares Large Cap Growth ETF—receives Average ratings for its People and Process pillars.

by Drew Carter
Rated on Published on

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Portfolio Holdings MKFOX

More MKFOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Amazon.com Inc

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Consumer Cyclical

Micron Technology Inc

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Broadcom Inc

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Wheaton Precious Metals Corp

2.94 51M
Basic Materials

Eli Lilly and Co

2.93 51M
Healthcare

Snowflake Inc Ordinary Shares

2.84 49M
Technology

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