Morningstar

BlackRock Advantage Large Cap Value Fund Class R MRLVX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $33.95  /  −0.12 %
  • Fund Size $903.7M
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Below 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 0.77%
  • Turnover Ratio 120%
NAV and 1-Day Return as of

Morningstar’s Analysis MRLVX

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

  • People Pillar

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

A solid, always-evolving quantitative strategy.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

A well-resourced and experienced team makes BlackRock Advantage Large Cap Value a solid option for investors.

by Kongkon Gogoi
Rated on Published on

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Portfolio Holdings MRLVX

More MRLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.19 56M
Consumer Cyclical

Apple Inc

5.37 49M
Technology

Microsoft Corp

5.04 46M
Technology

Berkshire Hathaway Inc Class B

2.70 24M
Financial Services

JPMorgan Chase & Co

2.59 23M
Financial Services

ExxonMobil Holdings Corp

2.06 19M
Energy

Chevron Corp

1.68 15M
Energy

Bank of America Corp

1.56 14M
Financial Services

Procter & Gamble Co

1.52 14M
Consumer Defensive

The Goldman Sachs Group Inc

1.50 14M
Financial Services

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