Morningstar

BlackRock Large Cap Focus Value Fund R Shares MRBVX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $15.64  /  +0.90 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.170%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100
  • Investment Status Open
  • TTM Yield 1.22%
  • Turnover Ratio 91%
NAV and 1-Day Return as of

Morningstar’s Analysis MRBVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Large Cap Focus Value R 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.

by Morningstar Automated Analysis
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Portfolio Holdings MRBVX

More MRBVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

9.04 185M
Consumer Cyclical

Microsoft Corp

7.50 154M
Technology

Wells Fargo & Co

3.16 65M
Financial Services

BP PLC ADR

3.10 63M
Energy

First Citizens BancShares Inc Class A

2.79 57M
Financial Services

Citigroup Inc

2.69 55M
Financial Services

Merck & Co Inc

2.62 54M
Healthcare

Baxter International Inc

2.62 54M
Healthcare

Apple Inc

2.60 53M
Technology

British American Tobacco PLC ADR

2.54 52M
Consumer Defensive

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