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BlackRock Large Cap Value R (MRLVX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Large Cap Value R (MRLVX) Fund

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Graph of BlackRock Large Cap Value R Fund (MRLVX) ManagerFund Manager - Peter C. Stournaras

Fund Manager Information

Fund Manager Tenure: 9.8 years
Fund Family: BlackRock
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (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 R Fund (MRLVX) ProfileBlackRock Large Cap Value R Fund (MRLVX) Profile

Fund Profile and Description

BlackRock Large Cap Value R Fund seeks long term capital growth. BlackRock Large Cap Value R Fund is a feeder fund that invests all of its assets in a master portfolio. The master fund invests at least 80% of assets in equity securities of large cap companies, which, at the time of purchase, have a market capitalization equal to or greater than the top 80% of the Russell 1000 Value Index. As of June 30, 2009, the most recent rebalance date, the lowest market capitalization in this group was $1.76 billion.

 

BlackRock Large Cap Value R (MRLVX) Fund Strength What we like about BlackRock Large Cap Value R (MRLVX) Fund

Data for BlackRock Large Cap Value R Fund (MRLVX) as of May 30, 2016

  • BlackRock Large Cap Value R Fund (MRLVX) management has been with BlackRock Large Cap Value R Fund for 9.8 years
  • BlackRock Large Cap Value R Fund (MRLVX) ratio of up-years vs down years is greater than 2
  • BlackRock Large Cap Value R Fund (MRLVX) has an annual stock turnover rate of 30.00% vs Large Value average of 44.24%. It is good that BlackRock Large Cap Value R management does not trade extensively for its return.

BlackRock Large Cap Value R Fund (MRLVX) Weakness What we are cautious about BlackRock Large Cap Value R (MRLVX) Fund

Data for BlackRock Large Cap Value R Fund (MRLVX) as of May 30, 2016

  • BlackRock Large Cap Value R Fund (MRLVX) has a less-than-ideal short-term performance (1-year return -3.25% vs -2.36% Large Value category median performance)
  • BlackRock Large Cap Value R Fund (MRLVX) has a less-than-ideal mid-term performance (3-year return 7.40% vs 7.81% Large Value category median performance)
  • BlackRock Large Cap Value R Fund (MRLVX) has a less-than-ideal Long-term performance (5-year return 6.91% vs 9.15% Large Value category median performance)
  • BlackRock Large Cap Value R Fund (MRLVX) has a Morningstar rating of 3 and below
  • BlackRock Large Cap Value R Fund (MRLVX) is less safe compared to its Large Value peers
  • BlackRock Large Cap Value R Fund (MRLVX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.3 that is higher than category average of 11.7
  • BlackRock Large Cap Value R Fund (MRLVX) has a higher expense ratio of 1.43% than its Large Value average of 1.10%
  • Even though BlackRock Large Cap Value R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock Large Cap Value R Fund (MRLVX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Large Cap Value R Fund (MRLVX)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 R0.37-3.257.406.91
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 R Fund (MRLVX)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 R Fund (MRLVX) Net Asset TrackingBlackRock Large Cap Value R (MRLVX) Fund Net Asset

Track net asset change of BlackRock Large Cap Value R fund (MRLVX)

DateNet Asset
05/2016$669.26M
03/2016$676.94M
02/2016$646.73M
More historic net asset information on BlackRock Large Cap Value R Fund (MRLVX)

  

Graph of BlackRock Large Cap Value R Fund (MRLVX) Portfolio TrackingBlackRock Large Cap Value R (MRLVX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Large Cap Value R fund (MRLVX)

DateCashStockBondOther
12/20155.15%94.85%0%0%
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 R Fund (MRLVX)

 

graph of BlackRock Large Cap Value R Fund (MRLVX) Top 10 Position TrackingTop 10 Holdings in BlackRock Large Cap Value R (MRLVX) Fund

Discover what BlackRock Large Cap Value R Fund (MRLVX) manager is buying

Dec 30, 2015
BlackRock Master Large Cap Value Port [101.05%]

Sep 29, 2015
BlackRock Master Large Cap Value Port [100.11%]

Jun 29, 2015
BlackRock Master Large Cap Value Port [100.1%]
Click here for Stock Holding Change Map in BlackRock Large Cap Value R Fund (MRLVX)

  

Latest News on BlackRock Large Cap Value R (MRLVX) Fund

See what is happening with BlackRock Large Cap Value R Fund (MRLVX)

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BlackRock Large Cap Value R Fund (MRLVX) Related ResourcesSee more information on BlackRock Large Cap Value R (MRLVX) Fund

Popular pages on BlackRock Large Cap Value R (MRLVX) Fund

  

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