MALVX Mutual Fund

MALVX Mutual Fund (BlackRock Advantage Large Cap Value Fund Institutional Class) is managed by BlackRock, Inc. (US) with $363.9M in net assets. MALVX expense ratio is 0.54%, holding 295 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1999-12-22.

MALVX performance shows a YTD return of 23.35%. The 1-year return is 37.93% and the 5-year return is 13.12%. MALVX dividend yield stands at 10.51%, paid semi-annually.

MALVX top holdings include Micron Technology, Inc. (3.6%), Alphabet Inc Common Stock USD 0.001 (2.7%), Berkshire Hathaway Inc Brk/B Us Equity (2.5%), Jpmorgan Chase & Co (2.5%), Amazon.Com Inc (2.4%). Go to all MALVX holdings, MALVX sectors, or MALVX dividends.

MALVX can be compared against other funds. Use MALVX overlap to find shared positions, or MALVX vs another fund for a side-by-side view. MALVX alternatives are available via the screener, along with tax-loss harvesting opportunities.