MDLVX – BlackRock Advantage Large Cap Val Inv A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap value equity securities of U.S. issuers and derivatives that provide investment exposure to such securities or to one or more market risk factors associated with such securities. The adviser primarily intends to invest in equity securities, which include common stock and preferred stock, or other financial instruments that are components of, or have characteristics similar to, the securities included in the Value Indices.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MALVX	BlackRock Advantage Large Cap Value Fund Institutional Shares	Institutional	Open			Dec 22, 1999	$361.41M	0.540%	Below Average	$2M	$39.33M
MDLVX	BlackRock Advantage Large Cap Value Fund Investor A Shares	Front Load	Open			Dec 22, 1999	$477.12M	0.790%	Low	$1,000	−$43.47M
MCLVX	BlackRock Advantage Large Cap Value Fund Investor C Shares	Level Load	Open			Dec 22, 1999	$16.53M	1.540%	Below Average	$1,000	−$545,176.26
MLVKX	BlackRock Advantage Large Cap Value Fund Class K	Retirement, Large	Open			Jan 25, 2018	$27.17M	0.490%	Below Average	$5M	$10.17M
MRLVX	BlackRock Advantage Large Cap Value Fund Class R	Retirement, Medium	Open			Jan 3, 2003	$6.15M	1.040%	Below Average	$100	−$1.13M

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