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BlackRock Mid-Cap Value Investor C (MCRFX)

15.40 0.00 (0.00%)
As of 8:48 AM EDT. Market Open.

Fund Summary

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% of its net assets plus the amount of any borrowings for investment purposes in equity securities of mid cap companies. Under normal market conditions, the fund's advisor intends to invest primarily in dividend-paying securities.

BlackRock Mid-Cap Value Investor C

WILMINGTON DE 19809
100 Bellevue Parkway
800-441-7762

Fund Overview

Category Mid-Cap Value
Fund Family BlackRock
Net Assets 1.17B
YTD Return 6.34%
Yield 1.48%
Morningstar Rating
Inception Date Feb 01, 1995

Fund Operations

Last Dividend 0.24
Last Cap Gain 4.00
Holdings Turnover 91.00%
Average for Category --

Fees & Expenses

Expense MCRFX Category Average
Annual Report Expense Ratio (net) 1.00% 1.01%
Prospectus Net Expense Ratio 1.00% --
Prospectus Gross Expense Ratio 1.10% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer for the US Fundamental Equities business of BlackRock's Portfolio Management Group. Mr. DeSpirito is head of the US Income & Value pillar and the lead Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. Prior to joining BlackRock in 2014, Mr. DeSpirito worked at Pzena Investment Management, where he served as Managing Principal, portfolio manager, and a member of the firm's Executive Committee. Mr. DeSpirito was responsible for a suite of large-cap value, all-cap value and two hedge fund portfolios. Having managed value equity assets since 1996, Mr. DeSpirito served as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. Mr. DeSpirito earned a BS degree in economics with concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania in 1990, and a JD degree, magna cum laude, from Harvard Law School in 1993.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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