Nasdaq - Delayed Quote USD

BlackRock Large Cap Focus Value Fund (MDBAX)

19.34
+0.04
+(0.21%)
At close: 8:04:24 PM EDT

Investment Information

Min Initial Investment
2,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • (Junk)CommonWealth PPS
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Securities America Inc.
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

Fund Summary

Under normal circumstances, 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 and derivatives that have similar economic characteristics to such securities. It 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.

Fund Overview

Category Large Value
Fund Family BlackRock
Net Assets 1.74B
YTD Return 1.04%
Yield 2.14%
Morningstar Rating
Inception Date Feb 04, 2015

Performance & Risk

YTD Return 5.99%
5y Average Return 15.48%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

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