BlackRock Large Cap Focus Value Fund

Shareclass
BlackRock Large Cap Focus Value Instl (MABAX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
86.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 348 out of 2,546 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
28/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Sanofi SA ADR
    2.44% of assets
    $47.87M invested
  • 2. International Flavors & Fragrances Inc
    1.77% of assets
    $34.61M invested
  • 3. Citigroup Inc
    3.44% of assets
    $67.28M invested
  • 4. Shell PLC
    1.82% of assets
    $35.66M invested
  • 5. BP PLC ADR
    1.99% of assets
    $39.07M invested
  • 6. WPP PLC
    2.64% of assets
    $51.62M invested
  • 7. Wells Fargo & Co
    3.36% of assets
    $65.78M invested
  • 8. General Motors Co
    2.07% of assets
    $40.61M invested
  • 9. British American Tobacco PLC ADR
    2.38% of assets
    $46.67M invested
  • 10. Teck Resources Ltd Class B (Sub Voting)
    0.58% of assets
    $11.31M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. The Carlyle Group Inc
    0.97% of assets
    $18.94M invested
  • 2. SS&C Technologies Holdings Inc
    2.82% of assets
    $55.18M invested
  • 3. Sealed Air Corp
    1.85% of assets
    $36.26M invested
  • 4. The Swatch Group AG Bearer Shares
    1.02% of assets
    $19.99M invested
  • 5. Western Digital Corp
    1.69% of assets
    $33.18M invested
  • 6. Fortrea Holdings Inc
    0.45% of assets
    $8.75M invested
  • 7. Cognizant Technology Solutions Corp Class A
    2% of assets
    $39.26M invested
  • 8. Fidelity National Financial Inc
    2.21% of assets
    $43.34M invested
  • 9. Aptiv PLC
    2.49% of assets
    $48.73M invested
  • 10. Hess Corp
    2.15% of assets
    $42.1M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on MABAX at Morningstar.com
Gender Equality and Returns
Returns chart for BlackRock Large Cap Focus Value Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
MABAX
BlackRock Large Cap Focus Value Fund
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.63% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
MABAX
BlackRock Large Cap Focus Value Fund
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.63% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
MABAX
BlackRock Large Cap Focus Value Fund
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.63% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
MABAX - BlackRock Large Cap Focus Value Fund
29%
7.94%
11%
8.34%
56  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
55  / 100 points
Fund compared to benchmark
 
-9.35%
-1.12%
-4.32%
-4.63%
1  / 100 points higher
Find more financial data on MABAX at Morningstar.com
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