Morningstar

BlackRock Advantage Large Cap Core Fund Class K MLRKX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $26.91  /  −0.48 %
  • Fund Size $3.8B
  • Adjusted Expense Ratio 0.430%
  • Net Expense Ratio 0.430%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.60%
  • Turnover Ratio 106%
NAV and 1-Day Return as of

Morningstar’s Analysis MLRKX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Advantage Large Cap Core K holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MLRKX

More MLRKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.76 300M
Technology

Apple Inc

7.15 276M
Technology

Microsoft Corp

5.24 202M
Technology

Amazon.com Inc

3.83 148M
Consumer Cyclical

Alphabet Inc Class A

3.29 127M
Communication Services

Meta Platforms Inc Class A

2.52 97M
Communication Services

Alphabet Inc Class C

2.47 96M
Communication Services

Broadcom Inc

2.42 93M
Technology

Costco Wholesale Corp

1.98 76M
Consumer Defensive

Micron Technology Inc

1.88 73M
Technology

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