Blackrock Lg Cap Fund Quote
| MDLVX Fund | USD 33.17 0.01 0.03% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Blackrock is trading at 33.17 as of the 2nd of December 2024; that is 0.03% down since the beginning of the trading day. The fund's open price was 33.18. Blackrock has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Blackrock Lg Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund seeks to invest at least 80 percent 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.. More on Blackrock Lg Cap
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Blackrock Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Value Funds, Large Value, BlackRock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Blackrock Lg Cap [MDLVX] is traded in USA and was established 2nd of December 2024. Blackrock is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Value category and is part of BlackRock family. This fund now has accumulated 576.69 M in assets with no minimum investment requirementsBlackrock Lg Cap is currently producing year-to-date (YTD) return of 22.28% with the current yeild of 0.01%, while the total return for the last 3 years was 9.03%.
Check Blackrock Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Lg Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Lg Cap Mutual Fund Constituents
| MCD | McDonalds | Stock | Consumer Discretionary | |
| HON | Honeywell International | Stock | Industrials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| VLO | Valero Energy | Stock | Energy | |
| C | Citigroup | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NEE | Nextera Energy | Stock | Utilities |
Blackrock Lg Cap Risk Profiles
| Mean Deviation | 0.4957 | |||
| Semi Deviation | 0.3995 | |||
| Standard Deviation | 0.6577 | |||
| Variance | 0.4325 |
Blackrock Against Markets
Other Information on Investing in Blackrock Mutual Fund
Blackrock financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock security.
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