Morningstar

BlackRock Large Cap Focus Growth Instl MAFOX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.27  /  0.00
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis MAFOX

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

  • People Pillar

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

Still a decent large-growth option.

Analyst Drew Carter

Drew Carter

Analyst

Summary

A significant personnel revamp in 2023 left this strategy’s team light on experience, but the robust process remains intact, leaving this strategy a decent option for large-growth investors. This strategy includes the Capital Appreciation and Large Cap Focus Growth mutual funds, a separately managed account, and BlackRock Large Cap Growth ETF.

by Drew Carter
Rated on Published on

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Portfolio Holdings MAFOX

More MAFOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.8
Top 10 Holdings
% Portfolio Weight
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