Morningstar

BlackRock Advantage Large Cap Val Instl MALVX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 32.72  /  +0.28 %
  • Total Assets 664.0 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.48%
  • Turnover 118%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MALVX

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

  • People Pillar

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

A sensible quantitative strategy.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

BlackRock Advantage Large Cap Value is overseen by an experienced and well-resourced team, and its quantitative stock-picking model has favorable aspects, but tradeable data signals are notoriously fleeting, and the need to constantly find new ones presents challenges. Still, for the right price, it is a decent option.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MALVX

More MALVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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