MDLVX Rating, Research - Blackrock Large Cap Value Inv A

Blackrock Large Cap Value Inv A (mdlvx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 116

Threats + Weaknesses = 85

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation, with current income as a secondary objective. The fund normally invests at least 80% of net assets in common stocks (see stock research) and other equity securities (see equity research) of large US companies that are similar in size to the companies in the Russell 1000 Value Index. It may invest more than 25% of total assets in a single sector. The fund may also invest up to 20% of total assets in foreign securities. It may lend its investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers.

Management Analysis Update

Blackrock Large Cap Value Inv A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update