Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MCEGX Insights | MCEGX Score | MCEGX Performance | MCEGX News | MCEGX Allocation | MCEGX Holdings Change

BlackRock Long-Horizon Equity Inv C (MCEGX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

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

 

Graph of BlackRock Long-Horizon Equity Inv C Fund (MCEGX) ManagerFund Manager - Stuart Reeve

Fund Manager Information

Fund Manager Tenure: 4.4 years
Fund Family: BlackRock
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of BlackRock Long-Horizon Equity Inv C Fund (MCEGX) ProfileBlackRock Long-Horizon Equity Inv C Fund (MCEGX) Profile

Fund Profile and Description

BlackRock Long-Horizon Equity Inv C Fund seeks high total return. BlackRock Long-Horizon Equity Inv C Fund normally invests at least 80% of the assets in equity securities of companies of any market capitalization that fund management believes are undervalued. It has no geographic limits in where it may invest. BlackRock Long-Horizon Equity Inv C Fund may invest in both developed and emerging markets. It may also gain exposure to commodity markets by investing up to 25% of total assets in BlackRock Cayman Global Dynamic Equity Fund I, Ltd, a wholly owned subsidiary of the fund which invests primarily in commodity-related instruments.

 

BlackRock Long-Horizon Equity Inv C (MCEGX) Fund Strength What we like about BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

Data for BlackRock Long-Horizon Equity Inv C Fund (MCEGX) as of May 30, 2016

  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) management has been with BlackRock Long-Horizon Equity Inv C Fund for 4.4 years
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) ratio of up-years vs down years is greater than 2
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.77, lower than category average of 12.23

BlackRock Long-Horizon Equity Inv C Fund (MCEGX) Weakness What we are cautious about BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

Data for BlackRock Long-Horizon Equity Inv C Fund (MCEGX) as of May 30, 2016

  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) has a less-than-ideal short-term performance (1-year return -12.17% vs -5.49% World Stock category median performance)
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) has a less-than-ideal mid-term performance (3-year return 1.85% vs 5.54% World Stock category median performance)
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) has a less-than-ideal Long-term performance (5-year return 3.16% vs 5.54% World Stock category median performance)
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) has a Morningstar rating of 3 and below
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) has an annual stock turnover rate of 71.00% that is higher than the World Stock average of 47.65%. This could mean BlackRock Long-Horizon Equity Inv C is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) does not have a good risk adjusted return as its 3-year Alpha of 1.66 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.21
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) has a higher expense ratio of 2.01% than its World Stock average of 1.28%
  • BlackRock Long-Horizon Equity Inv C Fund (MCEGX) carries a 1% load
See BlackRock Long-Horizon Equity Inv C Fund (MCEGX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Long-Horizon Equity Inv C Fund (MCEGX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Long-Horizon Equity Inv C-3.65-12.171.853.16
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare BlackRock Long-Horizon Equity Inv C Fund (MCEGX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of BlackRock Long-Horizon Equity Inv C Fund (MCEGX) Net Asset TrackingBlackRock Long-Horizon Equity Inv C (MCEGX) Fund Net Asset

Track net asset change of BlackRock Long-Horizon Equity Inv C fund (MCEGX)

DateNet Asset
05/2016$369.34M
03/2016$381.52M
02/2016$373.16M
More historic net asset information on BlackRock Long-Horizon Equity Inv C Fund (MCEGX)

  

Graph of BlackRock Long-Horizon Equity Inv C Fund (MCEGX) Portfolio TrackingBlackRock Long-Horizon Equity Inv C (MCEGX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Long-Horizon Equity Inv C fund (MCEGX)

DateCashStockBondOther
04/20160.78%96.35%0.44%2.44%
03/20162.01%95.17%0.43%2.39%
01/20161.78%95.82%0.38%2.02%
Click here to see more historic asset allocation information on BlackRock Long-Horizon Equity Inv C Fund (MCEGX)

 

graph of BlackRock Long-Horizon Equity Inv C Fund (MCEGX) Top 10 Position TrackingTop 10 Holdings in BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

Discover what BlackRock Long-Horizon Equity Inv C Fund (MCEGX) manager is buying

Apr 29, 2016
Imperial Brands PLC [5.23%]
Comcast Corporation [5.22%]
AutoZone, Inc. Common Stock [5.13%]
Mastercard Incorporated Common [4.77%]
UnitedHealth Group Incorporated [4.74%]
Danaher Corporation Common Stoc [4.57%]
Union Pacific Corporation Commo [4.15%]
AstraZeneca PLC [4%]
Medtronic plc. Ordinary Shares [3.99%]
NOVO NORDISK A/S B [3.78%]

Mar 30, 2016
AutoZone, Inc. Common Stock [5.22%]
Imperial Brands PLC [5.2%]
Comcast Corporation [5.13%]
AstraZeneca PLC [4.76%]
United Technologies Corporation [4.24%]
Alphabet Inc. [4.13%]
Royal Dutch Shell PLC Class A [4.09%]
H&R Block, Inc. Common Stock [3.7%]
Union Pacific Corporation Commo [3.69%]
Teva Pharmaceutical Industries [3.68%]

Jan 30, 2016
AstraZeneca PLC [5.65%]
Imperial Brands PLC [5.27%]
AutoZone, Inc. Common Stock [5.02%]
Citigroup, Inc. Common Stock [4.84%]
H&R Block, Inc. Common Stock [4.76%]
Alphabet Inc. [4.52%]
JP Morgan Chase & Co. Common St [4.46%]
Western Digital Corporation [3.92%]
Comcast Corporation [3.78%]
United Technologies Corporation [3.71%]
Click here for Stock Holding Change Map in BlackRock Long-Horizon Equity Inv C Fund (MCEGX)

  

Latest News on BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

See what is happening with BlackRock Long-Horizon Equity Inv C Fund (MCEGX)

    No recent news

 

BlackRock Long-Horizon Equity Inv C Fund (MCEGX) Related ResourcesSee more information on BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

Popular pages on BlackRock Long-Horizon Equity Inv C (MCEGX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update