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Morningstar

BlackRock Large Cap Focus Value R MRBVX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
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Morningstar’s Analysis MRBVX

Will MRBVX 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 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.

Strength in BlackRock Large Cap Focus Value R's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MRBVX

More MRBVX Holdings
  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co

3.22
60,698,777
Financial Services

Leidos Holdings Inc

3.04
57,211,067
Technology

Cognizant Technology Solutions Corp Class A

2.92
55,101,747
Technology

The Kraft Heinz Co

2.89
54,437,352
Consumer Defensive

Shell PLC

2.74
51,725,602
Energy

The Cigna Group

2.71
51,156,169
Healthcare

Citigroup Inc

2.69
50,704,657
Financial Services

Medtronic PLC

2.67
50,375,150
Healthcare

BP PLC ADR

2.64
49,823,728
Energy

SS&C Technologies Holdings Inc

2.64
49,803,869
Technology