BlackRock Large Cap Growth AMDLHX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

BlackRock Large Cap Growth has the muscle needed to stay in contention.

Things haven't gone quite according to veteran skipper Bob Doll's plans the last couple of years. His blend of quantitative modeling and fundamental company analysis kept the fund out of the most troubled financial stocks last year, but it still suffered a painful 37% loss due to the portfolio's big helpings of hard-hit areas like energy. Read more

Kudos

Solid strategy that has worked in different markets.

Not likely to experience style drift.

Experienced management. Read more

Risks

Expenses for some share classes are above average.

Manager is also overseeing CIO duties at BlackRock. Read more

Strategy

Manager Bob Doll uses quantitative screens to rank Russell 1000 Growth stocks according to their earnings momentum, earnings surprises, and valuations. Doll, the president and CIO of Merrill Lynch's fund family, has access to fundamental research from all of the firm's analysts and managers to double-check his models. Read more

Management

Bob Doll is vice chairman and global chief investment officer of equities at BlackRock. He is also chairman of BlackRock's private client operating committee. He runs this fund and two others, BlackRock Large Cap Value MDLVX and BlackRock Large Cap Core MDLRX. Read more

Inside Scoop

This fund is a bit dull, but that could be a good thing. Manager Bob Doll uses quantitative screens to find large-cap stocks with favorable earnings characteristics and valuations in line with the Russell 1000 Growth Index, and he backs up his decisions with fundamental research. Read more

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