Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Core Fund (MDLRX)

21.78 -0.03 (-0.14%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 21.81
  • YTD Return 23.04%
  • Expense Ratio 0.73%
  • Category Large Blend
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.03B
  • Beta (5Y Monthly) 1.00
  • Yield 0.66%
  • 5y Average Return --
  • Holdings Turnover 116.00%
  • Last Dividend 0.06
  • Inception Date Dec 22, 1999

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 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? Index.

BlackRock

Fund Family

Large Blend

Fund Category

3.03B

Net Assets

1999-12-22

Inception Date

Performance Overview: MDLRX

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

YTD Return

MDLRX
23.04%
Category
5.31%
?

1-Year Return

MDLRX
37.91%
Category
20.31%
?

3-Year Return

MDLRX
10.77%
Category
6.48%
?

5-Year Return

MDLRX
15.37%
Category
11.78%
?

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Holdings: MDLRX

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Top 10 Holdings (36.89% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 7.56%
MSFT
Microsoft Corporation 7.18%
NVDA
NVIDIA Corporation 6.40%
AMZN
Amazon.com, Inc. 4.41%
GOOGL
Alphabet Inc. 2.68%
META
Meta Platforms, Inc. 1.92%
MA
Mastercard Incorporated 1.79%
V
Visa Inc. 1.76%
LLY
Eli Lilly and Company 1.67%
GOOG
Alphabet Inc. 1.54%

Sector Weightings

Recent News: MDLRX

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Research Reports: MDLRX

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