MARFX : BlackRock Mid Cap Dividend Fund Institutional Shares

MARFX is a US Stocks Market Mid-Cap Value with MODERATE fees.

MARFX

BlackRock Mid Cap Dividend Fund Institutional Shares

FI Score

42 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

42% FI Score
  • marfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

BlackRock Mid Cap Dividend Fund Institutional Shares

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation and secondarily, income, by investing in securities, primarily equity securities that fund management believes are undervalued and therefore represent an investment value. The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in equity securities of mid cap companies and at least 80% of its net assets plus the amount of any borrowings for investment purposes in dividend-paying securities.

Largest Holdings

Amount Holding
3.16% FirstEnergy Corp
2.43% American International Group Inc
2.33% Equitable Holdings Inc
2.16% Marathon Petroleum Corp
2.14% Royal Philips NV
2.08% Cigna Corp
2.05% Constellation Brands Inc A
2.04% Williams Companies Inc
1.99% Cognizant Technology Solutions Corp A
1.96% Arthur J. Gallagher & Co
1.80% Entergy Corp
1.71% Assurant Inc
1.69% Telephone and Data Systems Inc
1.65% KeyCorp
1.53% Dollar Tree Inc
1.52% Raymond James Financial Inc
1.45% Smith & Nephew PLC ADR
1.43% BAE Systems PLC
1.41% Marathon Oil Corp
1.41% Allstate Corp
1.36% Brighthouse Financial Inc
1.33% General Motors Co
1.32% Edison International
1.30% NXP Semiconductors NV
1.28% Post Holdings Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo