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BlackRock Flexible Equity Instl (CMVIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Flexible Equity Instl (CMVIX) Fund

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

 

Graph of BlackRock Flexible Equity Instl Fund (CMVIX) ManagerFund Manager - Peter C. Stournaras

Fund Manager Information

Fund Manager Tenure: 4.9 years
Similar Funds: CMVSX 
Fund Family: BlackRock
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of BlackRock Flexible Equity Instl Fund (CMVIX) ProfileBlackRock Flexible Equity Instl Fund (CMVIX) Profile

Fund Profile and Description

BlackRock Flexible Equity Instl Fund seeks long-term capital appreciation. BlackRock Flexible Equity Instl 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 Instl 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 Instl (CMVIX) Fund Strength What we like about BlackRock Flexible Equity Instl (CMVIX) Fund

Data for BlackRock Flexible Equity Instl Fund (CMVIX) as of May 30, 2016

  • BlackRock Flexible Equity Instl Fund (CMVIX) management has been with BlackRock Flexible Equity Instl Fund for 4.9 years
  • BlackRock Flexible Equity Instl Fund (CMVIX) ratio of up-years vs down years is greater than 2
  • BlackRock Flexible Equity Instl Fund (CMVIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.24, lower than category average of 11.67
  • BlackRock Flexible Equity Instl Fund (CMVIX) has a lower expense ratio than its Large Blend average: 0.92% vs 1.02%
  • BlackRock Flexible Equity Instl Fund (CMVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Flexible Equity Instl Fund (CMVIX) Weakness What we are cautious about BlackRock Flexible Equity Instl (CMVIX) Fund

Data for BlackRock Flexible Equity Instl Fund (CMVIX) as of May 30, 2016

  • BlackRock Flexible Equity Instl Fund (CMVIX) has a less-than-ideal short-term performance (1-year return -2.64% vs -1.15% Large Blend category median performance)
  • BlackRock Flexible Equity Instl Fund (CMVIX) has a less-than-ideal mid-term performance (3-year return 4.51% vs 9.43% Large Blend category median performance)
  • BlackRock Flexible Equity Instl Fund (CMVIX) has a less-than-ideal Long-term performance (5-year return 3.99% vs 10.15% Large Blend category median performance)
  • BlackRock Flexible Equity Instl Fund (CMVIX) has a Morningstar rating of 3 and below
  • BlackRock Flexible Equity Instl Fund (CMVIX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Flexible Equity Instl Fund (CMVIX) does not have a good risk adjusted return as its 3-year Alpha of -5.25 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.44
See BlackRock Flexible Equity Instl Fund (CMVIX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Flexible Equity Instl Fund (CMVIX)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 Instl-0.83-2.644.513.99
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 Instl Fund (CMVIX)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 Instl Fund (CMVIX) Net Asset TrackingBlackRock Flexible Equity Instl (CMVIX) Fund Net Asset

Track net asset change of BlackRock Flexible Equity Instl fund (CMVIX)

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

  

Graph of BlackRock Flexible Equity Instl Fund (CMVIX) Portfolio TrackingBlackRock Flexible Equity Instl (CMVIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Flexible Equity Instl fund (CMVIX)

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 Instl Fund (CMVIX)

 

graph of BlackRock Flexible Equity Instl Fund (CMVIX) Top 10 Position TrackingTop 10 Holdings in BlackRock Flexible Equity Instl (CMVIX) Fund

Discover what BlackRock Flexible Equity Instl Fund (CMVIX) 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 Instl Fund (CMVIX)

  

Latest News on BlackRock Flexible Equity Instl (CMVIX) Fund

See what is happening with BlackRock Flexible Equity Instl Fund (CMVIX)

 

BlackRock Flexible Equity Instl Fund (CMVIX) Related ResourcesSee more information on BlackRock Flexible Equity Instl (CMVIX) Fund

Popular pages on BlackRock Flexible Equity Instl (CMVIX) Fund

  

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