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BlackRock Value Opportunities Inv A (MDSPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Value Opportunities Inv A (MDSPX) Fund

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

 

Graph of BlackRock Value Opportunities Inv A Fund (MDSPX) ManagerFund Manager - John D. Coyle

Fund Manager Information

Fund Manager Tenure: 10.9 years
Fund Family: BlackRock
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of BlackRock Value Opportunities Inv A Fund (MDSPX) ProfileBlackRock Value Opportunities Inv A Fund (MDSPX) Profile

Fund Profile and Description

BlackRock Value Opportunities Inv A Fund seeks long-term growth of capital. BlackRock Value Opportunities Inv A Fund primarily invests in common stock of small companies and emerging growth companies that have special investment value. Small companies are defined as companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 or the S&P SmallCap 600 at the time of the fund’s investment. It invests primarily in U.S. companies that do most of their business in the United States, but may invest a portion of its assets in foreign companies.

 

BlackRock Value Opportunities Inv A (MDSPX) Fund Strength What we like about BlackRock Value Opportunities Inv A (MDSPX) Fund

Data for BlackRock Value Opportunities Inv A Fund (MDSPX) as of May 30, 2016

  • BlackRock Value Opportunities Inv A Fund (MDSPX) management has been with BlackRock Value Opportunities Inv A Fund for 10.9 years
  • BlackRock Value Opportunities Inv A Fund (MDSPX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock Value Opportunities Inv A Fund (MDSPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

BlackRock Value Opportunities Inv A Fund (MDSPX) Weakness What we are cautious about BlackRock Value Opportunities Inv A (MDSPX) Fund

Data for BlackRock Value Opportunities Inv A Fund (MDSPX) as of May 30, 2016

  • BlackRock Value Opportunities Inv A Fund (MDSPX) has a less-than-ideal short-term performance (1-year return -6.08% vs -5.18% Small Blend category median performance)
  • BlackRock Value Opportunities Inv A Fund (MDSPX) has a less-than-ideal mid-term performance (3-year return 6.79% vs 6.96% Small Blend category median performance)
  • BlackRock Value Opportunities Inv A Fund (MDSPX) has a less-than-ideal Long-term performance (5-year return 7.63% vs 7.84% Small Blend category median performance)
  • BlackRock Value Opportunities Inv A Fund (MDSPX) has a Morningstar rating of 3 and below
  • BlackRock Value Opportunities Inv A Fund (MDSPX) is less safe compared to its Small Blend peers
  • BlackRock Value Opportunities Inv A Fund (MDSPX) has an annual stock turnover rate of 71.00% that is higher than the Small Blend average of 52.13%. This could mean BlackRock Value Opportunities Inv A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Value Opportunities Inv A Fund (MDSPX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.95 that is higher than category average of 14.58
  • BlackRock Value Opportunities Inv A Fund (MDSPX) has a higher expense ratio of 1.26% than its Small Blend average of 1.22%
  • BlackRock Value Opportunities Inv A Fund (MDSPX) carries a 5.25% load
See BlackRock Value Opportunities Inv A Fund (MDSPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Value Opportunities Inv A Fund (MDSPX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Value Opportunities Inv A3.39-6.086.797.63
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare BlackRock Value Opportunities Inv A Fund (MDSPX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of BlackRock Value Opportunities Inv A Fund (MDSPX) Net Asset TrackingBlackRock Value Opportunities Inv A (MDSPX) Fund Net Asset

Track net asset change of BlackRock Value Opportunities Inv A fund (MDSPX)

DateNet Asset
05/2016$690.23M
03/2016$688.04M
02/2016$642.36M
More historic net asset information on BlackRock Value Opportunities Inv A Fund (MDSPX)

  

Graph of BlackRock Value Opportunities Inv A Fund (MDSPX) Portfolio TrackingBlackRock Value Opportunities Inv A (MDSPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Value Opportunities Inv A fund (MDSPX)

DateCashStockBondOther
12/20150.7%99.21%0%0.1%
09/20150.8%99.2%0%0%
06/20150.48%99.39%0%0.13%
Click here to see more historic asset allocation information on BlackRock Value Opportunities Inv A Fund (MDSPX)

 

graph of BlackRock Value Opportunities Inv A Fund (MDSPX) Top 10 Position TrackingTop 10 Holdings in BlackRock Value Opportunities Inv A (MDSPX) Fund

Discover what BlackRock Value Opportunities Inv A Fund (MDSPX) manager is buying

Dec 30, 2015
Master Value Opportunities Llc [100.11%]

Sep 29, 2015
Master Value Opportunities Llc [100.12%]

Jun 29, 2015
Master Value Opportunities Llc [100.11%]
Click here for Stock Holding Change Map in BlackRock Value Opportunities Inv A Fund (MDSPX)

  

Latest News on BlackRock Value Opportunities Inv A (MDSPX) Fund

See what is happening with BlackRock Value Opportunities Inv A Fund (MDSPX)

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BlackRock Value Opportunities Inv A Fund (MDSPX) Related ResourcesSee more information on BlackRock Value Opportunities Inv A (MDSPX) Fund

Popular pages on BlackRock Value Opportunities Inv A (MDSPX) Fund

  

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