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BlackRock Flexible Equity Investor B (BMCVX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Flexible Equity Investor B (BMCVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock Flexible Equity Investor B Fund (BMCVX) ManagerFund Manager - Peter C. Stournaras

Fund Manager Information

Fund Manager Tenure: 5.5 years
Similar Funds: BMCAX  BMCCX  BMCRX 
Fund Family: BlackRock
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of BlackRock Flexible Equity Investor B Fund (BMCVX) ProfileBlackRock Flexible Equity Investor B Fund (BMCVX) Profile

Fund Profile and Description

BlackRock Flexible Equity Investor B Fund seeks long-term capital appreciation. BlackRock Flexible Equity Investor B Fund invests at least 80% of total assets in equity securities issued by U.S. mid-capitalization value companies. It may invest in preferred stock and securities convertible into common and preferred stock. BlackRock Flexible Equity Investor B Fund may invest in REITs and in shares of companies through initial public offerings (IPOs). It may buy or sell options or futures on a security or an index of securities.

 

BlackRock Flexible Equity Investor B (BMCVX) Fund Strength What we like about BlackRock Flexible Equity Investor B (BMCVX) Fund

Data for BlackRock Flexible Equity Investor B Fund (BMCVX) as of May 30, 2016

  • BlackRock Flexible Equity Investor B Fund (BMCVX) management has been with BlackRock Flexible Equity Investor B Fund for 5.5 years
  • BlackRock Flexible Equity Investor B Fund (BMCVX) ratio of up-years vs down years is greater than 2
  • BlackRock Flexible Equity Investor B Fund (BMCVX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.21, lower than category average of 11.67

BlackRock Flexible Equity Investor B Fund (BMCVX) Weakness What we are cautious about BlackRock Flexible Equity Investor B (BMCVX) Fund

Data for BlackRock Flexible Equity Investor B Fund (BMCVX) as of May 30, 2016

  • BlackRock Flexible Equity Investor B Fund (BMCVX) has a less-than-ideal short-term performance (1-year return -3.75% vs -1.15% Large Blend category median performance)
  • BlackRock Flexible Equity Investor B Fund (BMCVX) has a less-than-ideal mid-term performance (3-year return 3.37% vs 9.43% Large Blend category median performance)
  • BlackRock Flexible Equity Investor B Fund (BMCVX) has a less-than-ideal Long-term performance (5-year return 2.86% vs 10.15% Large Blend category median performance)
  • BlackRock Flexible Equity Investor B Fund (BMCVX) has a Morningstar rating of 3 and below
  • BlackRock Flexible Equity Investor B Fund (BMCVX) has an annual stock turnover rate of 156.00% that is higher than the Large Blend average of 53.12%. This could mean BlackRock Flexible Equity Investor B is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Flexible Equity Investor B Fund (BMCVX) does not have a good risk adjusted return as its 3-year Alpha of -6.33 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.34
  • BlackRock Flexible Equity Investor B Fund (BMCVX) has a higher expense ratio of 2.01% than its Large Blend average of 1.02%
  • BlackRock Flexible Equity Investor B Fund (BMCVX) carries a 4.5% load
See BlackRock Flexible Equity Investor B Fund (BMCVX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Flexible Equity Investor B Fund (BMCVX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Flexible Equity Investor B-1.29-3.753.372.86
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare BlackRock Flexible Equity Investor B Fund (BMCVX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of BlackRock Flexible Equity Investor B Fund (BMCVX) Net Asset TrackingBlackRock Flexible Equity Investor B (BMCVX) Fund Net Asset

Track net asset change of BlackRock Flexible Equity Investor B fund (BMCVX)

DateNet Asset
05/2016$439.82M
03/2016$449.43M
02/2016$427.06M
More historic net asset information on BlackRock Flexible Equity Investor B Fund (BMCVX)

  

Graph of BlackRock Flexible Equity Investor B Fund (BMCVX) Portfolio TrackingBlackRock Flexible Equity Investor B (BMCVX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Flexible Equity Investor B fund (BMCVX)

DateCashStockBondOther
04/20160.97%99.03%0%0%
02/20161.06%98.94%0%0%
01/20160.71%99.29%0%0%
Click here to see more historic asset allocation information on BlackRock Flexible Equity Investor B Fund (BMCVX)

 

graph of BlackRock Flexible Equity Investor B Fund (BMCVX) Top 10 Position TrackingTop 10 Holdings in BlackRock Flexible Equity Investor B (BMCVX) Fund

Discover what BlackRock Flexible Equity Investor B Fund (BMCVX) manager is buying

Apr 29, 2016
Alphabet Inc. [4.01%]
Apple Inc. [3.85%]
JP Morgan Chase & Co. Common St [3.37%]
Comcast Corporation [3.06%]
Microsoft Corporation [2.91%]
Bank of America Corporation Com [2.87%]
CVS Health Corporation Common S [2.77%]
Cisco Systems, Inc. [2.42%]
Home Depot, Inc. (The) Common S [2.42%]

Feb 28, 2016
Alphabet Inc. [4.22%]
Apple Inc. [3.42%]
JP Morgan Chase & Co. Common St [3.2%]
Comcast Corporation [3.06%]
Microsoft Corporation [3%]
CVS Health Corporation Common S [2.97%]
Bank of America Corporation Com [2.61%]
Cisco Systems, Inc. [2.52%]
Aetna Inc. Common Stock [2.52%]

Jan 30, 2016
Alphabet Inc. [4.24%]
JP Morgan Chase & Co. Common St [3.34%]
Bank of America Corporation Com [2.87%]
Comcast Corporation [2.86%]
CVS Health Corporation Common S [2.85%]
Home Depot, Inc. (The) Common S [2.55%]
Aetna Inc. Common Stock [2.44%]
U.S. Bancorp Common Stock [2.44%]
Apple Inc. [2.33%]
Click here for Stock Holding Change Map in BlackRock Flexible Equity Investor B Fund (BMCVX)

  

Latest News on BlackRock Flexible Equity Investor B (BMCVX) Fund

See what is happening with BlackRock Flexible Equity Investor B Fund (BMCVX)

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BlackRock Flexible Equity Investor B Fund (BMCVX) Related ResourcesSee more information on BlackRock Flexible Equity Investor B (BMCVX) Fund

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