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Blackrock Advantage Large Cap Value Fund - Institutional: (MF: MALVX)

(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET

$30.59 USD

-0.07 (-0.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2024

Total Return %* Percentile Rank Objective
YTD 13.45 45
3 months 8.35 40
6 months 12.74 42
1 Year 18.64 46
3 Year 7.64 32
5 Year 10.67 61
10 Year 9.76 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 131.46
Bear Market (10/07 - 2/09) -49.77
Bull Market (2/09 - 3/21) 502.01

Load Adjusted Returns as of Jul 31, 2024

1 Year 17.00
5 Year 9.83
10 Year 9.15
Since Inception 8.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 9.78 -1.18 NA NA
2023 1.43 3.92 -2.20 10.28
2022 -2.06 -12.10 -6.09 12.99
2021 11.05 5.86 -0.58 8.49
2020 -25.67 14.71 5.67 15.30
2019 11.86 3.52 0.60 7.04

Annual Return

20242023202220212020201920182017201620152014
% Total Return 13.4513.70-8.6626.803.8824.72-7.7717.5613.83-1.7511.94
% Total Return Rel to Index -3.25-12.549.54-1.87-14.51-6.76-3.37-4.231.90-3.14-1.70
% Total Return Rel to Peer 0.78-9.2911.034.74-16.03-3.69-0.90-3.116.01-0.153.73
% Perf Quintile vs Peer* 0.004.002.002.005.005.004.004.002.003.002.00
% Dividends 0.200.490.470.460.490.580.580.430.350.220.24
% Yield 0.561.541.581.221.581.882.101.381.300.961.00
Capital Gains ($) 2.210.351.145.050.000.542.530.130.000.000.00
Expense Ratio 0.540.540.540.540.540.540.540.770.870.860.84

* 1 = Top 20%, 5 = Bottom 20%