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

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

BlackRock Large Cap Value Retirement K (MKLVX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Large Cap Value Retirement K (MKLVX) Fund

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

 

Graph of BlackRock Large Cap Value Retirement K Fund (MKLVX) ManagerFund Manager - Peter C. Stournaras

Fund Manager Information

Fund Manager Tenure: 9.9 years
Fund Family: BlackRock
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Mr. Stournaras is Managing Director and portfolio manager and is a member of BlackRock's Large Cap Series equity team. He is responsible for leading quantitative research and analysis, coordinating the efforts of the team's quantitative equity analysts. Prior to joining BlackRock in 2010, Mr. Stournaras was the Director of Quantitative Active Management at Northern Trust Company where he was responsible for a team of portfolio managers and analysts, conducted research as well as developed and implemented quantitative investment strategies. Previously, he was a portfolio manager at Smith Barney, where he partnered with fundamental analysts to manage $1.5 billion in funds and separate accounts. Mr. Stournaras began his investment career at Citigroup Asset Management, where he held a number of positions based in New York, Stamford and London. Mr. Stournaras earned a BS degree in management information systems from Rensselaer Polytechnic Institute in 1995 and an MBA degree from Columbia Business School in 2006.  Get more insights on Peter C. Stournaras

 

Graph of BlackRock Large Cap Value Retirement K Fund (MKLVX) ProfileBlackRock Large Cap Value Retirement K Fund (MKLVX) Profile

Fund Profile and Description

BlackRock Large Cap Value Retirement K Fund seeks long term capital growth. BlackRock Large Cap Value Retirement K Fund invests primarily in a diversified portfolio of equity securities of large cap companies located in the United States. It invests at least 80% of assets in equity securities, primarily common stock, of large cap companies that BlackRock selects from among those that are, at the time of purchase, included in Retirement Value Fund’s benchmark, the Russell 1000® Value Index.

 

BlackRock Large Cap Value Retirement K (MKLVX) Fund Strength What we like about BlackRock Large Cap Value Retirement K (MKLVX) Fund

Data for BlackRock Large Cap Value Retirement K Fund (MKLVX) as of May 30, 2016

  • BlackRock Large Cap Value Retirement K Fund (MKLVX) management has been with BlackRock Large Cap Value Retirement K Fund for 9.9 years
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) has good mid-term performance (3-year return 8.22% vs 7.81% Large Value category median performance)
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock Large Cap Value Retirement K Fund (MKLVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) has an annual stock turnover rate of 30.00% vs Large Value average of 44.24%. It is good that BlackRock Large Cap Value Retirement K management does not trade extensively for its return.
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) has a lower expense ratio than its Large Value average: 0.67% vs 1.10%
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Large Cap Value Retirement K Fund (MKLVX) Weakness What we are cautious about BlackRock Large Cap Value Retirement K (MKLVX) Fund

Data for BlackRock Large Cap Value Retirement K Fund (MKLVX) as of May 30, 2016

  • BlackRock Large Cap Value Retirement K Fund (MKLVX) has a less-than-ideal short-term performance (1-year return -2.52% vs -2.36% Large Value category median performance)
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) has a less-than-ideal Long-term performance (5-year return 7.79% vs 9.15% Large Value category median performance)
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) has a Morningstar rating of 3 and below
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) is less safe compared to its Large Value peers
  • BlackRock Large Cap Value Retirement K Fund (MKLVX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.33 that is higher than category average of 11.7
See BlackRock Large Cap Value Retirement K Fund (MKLVX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Large Cap Value Retirement K Fund (MKLVX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Large Cap Value Retirement K0.71-2.528.227.79
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare BlackRock Large Cap Value Retirement K Fund (MKLVX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of BlackRock Large Cap Value Retirement K Fund (MKLVX) Net Asset TrackingBlackRock Large Cap Value Retirement K (MKLVX) Fund Net Asset

Track net asset change of BlackRock Large Cap Value Retirement K fund (MKLVX)

DateNet Asset
05/2016$165.40M
03/2016$162.77M
02/2016$152.63M
More historic net asset information on BlackRock Large Cap Value Retirement K Fund (MKLVX)

  

Graph of BlackRock Large Cap Value Retirement K Fund (MKLVX) Portfolio TrackingBlackRock Large Cap Value Retirement K (MKLVX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Large Cap Value Retirement K fund (MKLVX)

DateCashStockBondOther
12/20155.15%94.82%0%0.03%
09/20152.85%97.15%0%0%
06/20152.96%97.04%0%0%
Click here to see more historic asset allocation information on BlackRock Large Cap Value Retirement K Fund (MKLVX)

 

graph of BlackRock Large Cap Value Retirement K Fund (MKLVX) Top 10 Position TrackingTop 10 Holdings in BlackRock Large Cap Value Retirement K (MKLVX) Fund

Discover what BlackRock Large Cap Value Retirement K Fund (MKLVX) manager is buying

Dec 30, 2015
BlackRock Master Large Cap Value Port [99.97%]

Sep 29, 2015
BlackRock Master Large Cap Value Port [100%]

Jun 29, 2015
BlackRock Master Large Cap Value Port [100.01%]
Click here for Stock Holding Change Map in BlackRock Large Cap Value Retirement K Fund (MKLVX)

  

Latest News on BlackRock Large Cap Value Retirement K (MKLVX) Fund

See what is happening with BlackRock Large Cap Value Retirement K Fund (MKLVX)

    No recent news

 

BlackRock Large Cap Value Retirement K Fund (MKLVX) Related ResourcesSee more information on BlackRock Large Cap Value Retirement K (MKLVX) Fund

Popular pages on BlackRock Large Cap Value Retirement K (MKLVX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update