MALVX Mutual Fund

MALVX Mutual Fund (BlackRock Advantage Large Cap Value Fund Institutional Class) is managed by BlackRock, Inc. (US) with $368.8M in net assets. MALVX expense ratio is 0.54%, holding 295 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1999-12-22.

MALVX performance shows a YTD return of 21.16%. The 1-year return is 28.80% and the 5-year return is 13.25%. MALVX dividend yield stands at 4.18%.

MALVX top holdings include Amazon.Com Inc (7.0%), Apple, Inc (5.4%), Microsoft Corp (4.6%), Berkshire Hathaway Inc Brk/B Us Equity (2.8%), Jpmorgan Chase (2.7%). 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.