Blackrock Mid Cap Fund Quote
| MDRFX Fund | USD 21.52 0.06 0.28% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Blackrock Mid is trading at 21.52 as of the 13th of December 2024; that is 0.28% down since the beginning of the trading day. The fund's open price was 21.58. Blackrock Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of November 2023 and ending today, the 13th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it invests at least 80 percent of its net assets plus the amount of any borrowings for investment purposes in equity securities of mid cap companies. More on Blackrock Mid Cap
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Blackrock Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, BlackRock, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | January |
Blackrock Mid Cap [MDRFX] is traded in USA and was established 13th of December 2024. Blackrock Mid is listed under BlackRock category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of BlackRock family. This fund now has accumulated 1.18 B in assets with no minimum investment requirementsBlackrock Mid Cap is currently producing year-to-date (YTD) return of 15.14% with the current yeild of 0.02%, while the total return for the last 3 years was 8.69%.
Check Blackrock Mid 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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| H | Hyatt Hotels | Stock | Consumer Discretionary | |
| OMI | Owens Minor | Stock | Health Care | |
| COF | Capital One Financial | Stock | Financials | |
| RJF | Raymond James Financial | Stock | Financials | |
| EQH | Axa Equitable Holdings | Stock | Financials | |
| EQT | EQT Corporation | Stock | Energy | |
| CMI | Cummins | Stock | Industrials | |
| AIG | American International Group | Stock | Financials |
Blackrock Mid Cap Risk Profiles
| Mean Deviation | 0.5851 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 | |||
| Risk Adjusted Performance | (0.01) |
Blackrock Mid Against Markets
Other Information on Investing in Blackrock Mutual Fund
Blackrock Mid 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 Mid security.
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