- What does MDLVX invest in?
- This fund is designed to commit at least 80% of its total assets, including any borrowed capital, to large-capitalization U.S. company stocks and derivative instruments that possess similar economic traits. The portfolio manager's main approach involves investing in a range of equity-linked securities, such as common shares, preferred stock, and convertible bonds, or other financial instruments that are components of or exhibit characteristics comparable to those found in the Russell 1000 Value Index.
- What is the expense ratio of MDLVX?
- An expense ratio for BlackRock Advantage Large Cap Value Fund - Class A (MDLVX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is MDLVX?
- BlackRock Advantage Large Cap Value Fund - Class A (MDLVX) manages $838.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MDLVX actively managed or an index fund?
- MDLVX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was MDLVX launched?
- BlackRock Advantage Large Cap Value Fund - Class A (MDLVX) launched in December 1999 and is managed by BlackRock / iShares.
- How has MDLVX performed?
- MDLVX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
