BLCV

iShares Large Cap Value Active ETF

$36.18
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The iShares Large Cap Value Active ETF (BLCV) seeks to provide long-term capital growth by investing in a portfolio of large-capitalization U.S. companies that are undervalued relative to their peers.

Overview

ETF tracking iShares Large Cap Value Active ETF

Category Large Cap
Issuer BlackRock
Inception Date 2023-05-23
Market Cap $64.0M
Average Volume N/A
Dividend Yield 1.42%
52-Week Range $29.04 - $36.65
VWAP $36.21

Performance

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Investment Summary

📎 Investment Objective

The iShares Large Cap Value Active ETF (BLCV) seeks to provide long-term capital growth by investing in a portfolio of large-capitalization U.S. companies that are undervalued relative to their peers.

🎯 Investment Strategy

The fund's investment manager uses a fundamental, bottom-up research process to identify large-cap companies that are trading at a discount to their intrinsic value. The portfolio is actively managed, with the goal of outperforming the broader large-cap value segment of the U.S. equity market.

✨ Key Features

  • Actively managed large-cap value fund
  • Focuses on identifying undervalued companies with strong fundamentals
  • Diversified portfolio of 40-60 large-cap stocks
  • Aims to provide long-term capital appreciation

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Equity risk: The fund is subject to the risks associated with investing in the equity market
  • Style risk: The fund's value-oriented investment approach may underperform growth-oriented strategies
  • Active management risk: The fund's performance may deviate from the broader market due to the investment manager's stock selection and portfolio construction decisions

👤 Best For

The iShares Large Cap Value Active ETF may be suitable for long-term investors seeking exposure to large-cap U.S. companies with a focus on value. Investors should have a moderate to high risk tolerance and a time horizon of at least 5 years to allow for the potential of long-term capital growth.