Blackrock Basic Value Fund Quote
| MDBAX Fund | USD 18.91 0.06 0.32% |
PerformanceOK
| Odds Of DistressLow
|
Blackrock Basic is trading at 18.91 as of the 21st of March 2025; that is 0.32% down since the beginning of the trading day. The fund's open price was 18.97. Blackrock Basic has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund seeks to invest at least 80 percent 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. More on Blackrock Basic Value
Moving together with Blackrock Mutual Fund
Blackrock Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Value Funds, Large Value, BlackRock (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Blackrock Basic Value [MDBAX] is traded in USA and was established 21st of March 2025. Blackrock Basic is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Value category and is part of BlackRock family. This fund now has accumulated 1.98 B in assets with no minimum investment requirementsBlackrock Basic Value is currently producing year-to-date (YTD) return of 2.14% with the current yeild of 0.02%, while the total return for the last 3 years was 8.41%.
Check Blackrock Basic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Basic Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Basic Value Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| FE | FirstEnergy | Stock | Utilities | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| CACI | CACI International | Stock | Information Technology | |
| CTVA | Corteva | Stock | Materials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| NVS | Novartis AG ADR | Stock | Health Care |
Blackrock Basic Value Risk Profiles
| Mean Deviation | 0.6406 | |||
| Semi Deviation | 0.8551 | |||
| Standard Deviation | 0.8239 | |||
| Variance | 0.6788 |
Blackrock Basic Against Markets
Other Information on Investing in Blackrock Mutual Fund
Blackrock Basic financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Basic security.
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