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Morningstar

BlackRock Advantage Large Cap Core R MRLRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.36  /  0.79 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.76%
  • Turnover 105%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:24 PM GMT+0

Morningstar’s Analysis MRLRX

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

People Pillar

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

Strength in BlackRock Advantage Large Cap Core 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MRLRX

More MRLRX Holdings
  • Current Portfolio Date
  • Equity Holdings 169
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.02
209,959,755
Technology

Microsoft Corp

7.00
209,388,165
Technology

Amazon.com Inc

3.96
118,246,416
Consumer Cyclical

NVIDIA Corp

3.61
107,869,794
Technology

Alphabet Inc Class A

2.73
81,733,728
Communication Services

Meta Platforms Inc Class A

2.21
66,178,757
Communication Services

Mastercard Inc Class A

2.09
62,349,904
Financial Services

Walmart Inc

1.79
53,566,498
Consumer Defensive

PepsiCo Inc

1.76
52,574,648
Consumer Defensive

Alphabet Inc Class C

1.68
50,268,726
Communication Services