MDBAX Rating, Research - Blackrock Basic Value Inv A

Blackrock Basic Value Inv A (mdbax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 150

Threats + Weaknesses = 110

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mdbax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Blackrock Basic Value Inv A (MDBAX) Description: MDBAX is a mutual fund, which is an investment that owns a basket of assets. The MDBAX mutual fund was provided by Blackrock and this investment vehicle derives the majority of its value from equity holdings (stocks). Blackrocks mutual fund has a long management tenure and is in the large fund size classification. MDBAXs minimum initial investment amount is $1000 while the IRA minimum is $100. MDBAXs expense ratio is roughly 1%. The latest MDBAXs front end load was 5% and the back end load was 0%. The Blackrock Basic Value Inv A (MDBAX) mutual fund falls under the large-cap value category. MDBAX focuses its investments in USA and MDBAX is not affiliated with a particular industry or fund sector. The Blackrock Basic Value Inv A (MDBAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MDBAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MDBAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks investment results that correspond generally to the price and yield of the FTSE RAFI U.S. 1000 index. The fund primarily invests at least 90% of net assets in stocks (see stock research) that are included in the FTSE RAFI U.S. 1000 index. The fund may use an "indexing investment approach, which attempts to replicate, before expenses, the performance of the Index by purchasing a basket of securities that compose the Index. It also may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index.

Management Analysis Update

Performance Analysis Update