BlackRock Large Cap Focus Growth Inv C (MCFOX)
3.57
+0.01
(+0.28%)
USD |
Mar 20 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.67% | 1.180B | 0.00% | 53.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -292.40M | -19.00% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund is an aggressive growth fund that invests primarily in common stock of not less than 25 to not more than 45 companies that fund management believes have strong earnings and revenue growth and capital appreciation potential (also known as "aggressive growth companies"). Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | MAFOX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | BlackRock |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Lawrence Kemp | 10.17 yrs |
| Phil Ruvinsky | 3.08 yrs |
| Caroline Bottinelli | 0.79 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
73
-292.40M
-15.39B
Category Low
12.30B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 20, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 20, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple Inc | 8.67% | 157.63 | 0.15% |
| Microsoft Corp | 8.60% | 271.42 | -0.30% |
| Amazon.com Inc | 6.94% | 98.99 | 1.31% |
| Visa Inc Class A | 5.00% | 219.39 | 0.57% |
| Alphabet Inc Class A | 4.99% | 102.77 | 1.53% |
| Intuit Inc | 4.60% | 413.85 | 0.49% |
| ASML Holding NV ADR | 4.10% | 642.99 | -0.52% |
| UnitedHealth Group Inc | 3.60% | 479.07 | 0.44% |
| S&P Global Inc | 3.51% | 339.16 | 1.37% |
| Danaher Corp | 3.13% | 246.86 | 0.84% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund is an aggressive growth fund that invests primarily in common stock of not less than 25 to not more than 45 companies that fund management believes have strong earnings and revenue growth and capital appreciation potential (also known as "aggressive growth companies"). Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | MAFOX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | BlackRock |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Lawrence Kemp | 10.17 yrs |
| Phil Ruvinsky | 3.08 yrs |
| Caroline Bottinelli | 0.79 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-20-23) | 0.00% |
| 30-Day SEC Yield (12-31-09) | Upgrade |
| 7-Day SEC Yield (3-20-23) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 31.78 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of November 30, 2022
Fund Details
| Key Dates | |
| Inception Date | 3/3/2000 |
| Last Annual Report Date | 5/31/2022 |
| Last Prospectus Date | 9/28/2022 |
| Share Classes | |
| MAFOX | Inst |
| MDFOX | A |
| MKFOX | Retirement |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |