LCATT Mutual Fund

Fund Essentials - as of Mar 31, 2026

Net Assets
$92M
Expense Ratio
0.60%
Dividend Yield (Current)
-
Holdings
309
Inception Date
Apr 23, 2001
Fund Family
BlackRock, Inc. (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+17.21%
1 Year+19.13%
3 Year+16.45%
5 Year+10.48%
10 Year+14.99%

Asset Allocation

Stocks: 97.95%
Cash: 2.05%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
BRK.BBrk/B2.87%
JPM:USJp Morgan Chase & Co2.47%
AMZNAmazon.Com Inc2.39%
GOOGL'alphabet Inc., Class 'a''2.21%
XOMExxon Mobil Corp2.10%
Top 10 Concentration: 20.60%Report Date: Mar 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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LCATT Mutual Fund Overview

LCATT Mutual Fund (BlackRock Advantage Large Cap Value V.I. Fund Class I) is managed by BlackRock, Inc. (US) with $92.0M in net assets. LCATT expense ratio is 0.60%, holding 309 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2001-04-23.

LCATT performance shows a YTD return of 17.21%. The 1-year return is 19.13% and the 5-year return is 10.48%.

LCATT top holdings include Brk/B (2.9%), Jp Morgan Chase & Co (2.5%), Amazon.Com Inc (2.4%), 'alphabet Inc., Class 'a'' (2.2%), Exxon Mobil Corp (2.1%). View all LCATT holdings, sector breakdown, or dividend history.

LCATT can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCATT alternatives are available via the screener, along with tax-loss harvesting opportunities.