Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Value Fund (MDLVX)

31.90 -0.08 (-0.25%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 31.98
  • YTD Return 17.86%
  • Expense Ratio 0.79%
  • Category Large Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 666.1M
  • Beta (5Y Monthly) 0.86
  • Yield 1.29%
  • 5y Average Return --
  • Holdings Turnover 118.00%
  • Last Dividend 0.17
  • Inception Date Jan 25, 2018

The fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities of U.S. issuers and derivatives that have similar economic characteristics to such securities. The adviser primarily intends to invest in equity securities, which include common stock, preferred stock and convertible securities, or other financial instruments that are components of, or have characteristics similar to, the securities included in the Russell 1000 Value Index.

BlackRock

Fund Family

Large Value

Fund Category

666.1M

Net Assets

2018-01-25

Inception Date

Performance Overview: MDLVX

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Trailing returns as of 10/21/2024. Category is Large Value.

YTD Return

MDLVX
17.86%
Category
4.44%
?

1-Year Return

MDLVX
29.92%
Category
14.37%
?

3-Year Return

MDLVX
9.72%
Category
6.04%
?

5-Year Return

MDLVX
11.30%
Category
9.20%
?

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Holdings: MDLVX

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Top 10 Holdings (18.12% of Total Assets)

SymbolCompany% Assets
BRK-B
Berkshire Hathaway Inc. 3.12%
JPM
JPMorgan Chase & Co. 2.28%
CMCSA
Comcast Corporation 1.79%
ETN
Eaton Corporation plc 1.77%
WMT
Walmart Inc. 1.76%
MDT
Medtronic plc 1.63%
LMT
Lockheed Martin Corporation 1.50%
CME
CME Group Inc. 1.48%
GILD
Gilead Sciences, Inc. 1.43%
XOM
Exxon Mobil Corporation 1.36%

Sector Weightings

Recent News: MDLVX

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Research Reports: MDLVX

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