MDLVX Mutual Fund

MDLVX Mutual Fund (BlackRock Advantage Large Cap Value Fund Class A) is managed by BlackRock, Inc. (US) with $491.3M in net assets. MDLVX expense ratio is 0.79%, holding 295 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1999-12-22.

MDLVX performance shows a YTD return of 23.19%. The 1-year return is 37.62% and the 5-year return is 12.85%. MDLVX dividend yield stands at 10.49%, paid semi-annually.

MDLVX top holdings include Amazon.Com Inc (5.8%), Apple, Inc (4.9%), Microsoft Corp (3.9%), Berkshire Hathaway Inc Brk/B Us Equity (2.8%), Jpmorgan Chase (2.6%). Go to all MDLVX holdings, MDLVX sectors, or MDLVX dividends.

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