Nasdaq - Delayed Quote USD

BlackRock Mid-Cap Value Fund (MCRFX)

16.28 +0.36 (+2.26%)
At close: November 6 at 6:46 PM EST
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DELL
  • Previous Close 15.92
  • YTD Return 10.43%
  • Expense Ratio 1.75%
  • Category Mid-Cap Value
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.05B
  • Beta (5Y Monthly) 0.86
  • Yield 1.81%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.11
  • Inception Date Jan 25, 2018

The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in equity securities of mid cap companies. Under normal market conditions, the fund's advisor intends to invest primarily in dividend-paying securities.

BlackRock

Fund Family

Mid-Cap Value

Fund Category

1.05B

Net Assets

2018-01-25

Inception Date

Performance Overview: MCRFX

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Trailing returns as of 11/5/2024. Category is Mid-Cap Value.

YTD Return

MCRFX
10.43%
Category
21.28%
?

1-Year Return

MCRFX
26.23%
Category
55.83%
?

3-Year Return

MCRFX
5.68%
Category
11.08%
?

5-Year Return

MCRFX
10.55%
Category
11.93%
?

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Holdings: MCRFX

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Top 10 Holdings (23.86% of Total Assets)

SymbolCompany% Assets
TSTXX
TSTXX 4.26%
CAH
CAH 2.72%
FCNCA
FCNCA 2.35%
BAX
BAX 2.34%
KHC
KHC 2.31%
SSNC
SSNC 2.09%
LHX
LHX 2.07%
WDC
WDC 2.00%
FIS
FIS 1.88%
CVS
CVS 1.86%

Sector Weightings

Recent News: MCRFX

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Research Reports: MCRFX

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