MABAX : BlackRock Basic Value Fund Institutional Shares

MABAX is a US Stocks Market Large Value with LOW fees.

MABAX

BlackRock Basic Value Fund Institutional Shares

FI Score

69 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

69% FI Score
  • mabax
  • Mutual Fund
  • US Stocks
  • Large Value

BlackRock Basic Value Fund Institutional Shares

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation; income is a secondary consideration. The fund invests primarily in equity securities that fund management believes are undervalued, which means that their prices are less than fund management believes they are worth. Equity securities primarily consist of common stock, preferred stock, securities convertible into common stock, or securities or other instruments whose price is linked to the value of common stock. The fund focuses primarily on companies with market capitalizations of over $5 billion.

Largest Holdings

Amount Holding
4.11% Verizon Communications Inc
3.28% Comcast Corp Class A
3.06% Citigroup Inc
2.92% Wells Fargo & Co
2.89% Sanofi SA ADR
2.73% JPMorgan Chase & Co
2.63% ConocoPhillips
2.46% Royal Philips NV ADR
2.40% Corteva Inc
2.38% Smith & Nephew PLC
2.28% FirstEnergy Corp
2.26% Cisco Systems Inc
2.25% Pfizer Inc
2.07% Unilever NV ADR
1.93% Cigna Corp
1.93% Dollar Tree Inc
1.89% American International Group Inc
1.88% Altria Group Inc
1.87% Williams Companies Inc
1.78% Equitable Holdings Inc
1.78% Pioneer Natural Resources Co
1.69% Marathon Petroleum Corp
1.69% Exelon Corp
1.66% Laboratory Corp of America Holdings
1.66% E*TRADE Financial Corp

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