MALVX : BlackRock Advantage Large Cap Value Fund Institutional Shares

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

MALVX

BlackRock Advantage Large Cap Value Fund Institutional Shares

FI Score

59 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

59% FI Score
  • malvx
  • Mutual Fund
  • US Stocks
  • Large Value

BlackRock Advantage Large Cap Value Fund Institutional Shares

Expenses: 0.54% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. 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 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.

Largest Holdings

Amount Holding
3.30% Berkshire Hathaway Inc Class B
3.21% Johnson & Johnson
2.92% Procter & Gamble Co
2.70% JPMorgan Chase & Co
2.22% Intel Corp
1.84% Exxon Mobil Corp
1.72% Pfizer Inc
1.70% Verizon Communications Inc
1.57% AT&T Inc
1.54% Bank of America Corp
1.46% Walmart Inc
1.24% Gilead Sciences Inc
1.20% Chevron Corp
1.08% The Walt Disney Co
1.05% CVS Health Corp
1.02% McDonald's Corp
1.01% Amazon.com Inc
0.98% The Home Depot Inc
0.96% Wells Fargo & Co
0.92% American Water Works Co Inc
0.89% PepsiCo Inc
0.86% Prologis Inc
0.83% Prudential Financial Inc
0.82% General Mills Inc
0.79% Honeywell International Inc

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