BLCR - ETF AI Analysis

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BlackRock Large Cap Core ETF (BLCR)

Rating:70Neutral

Price Target:―

BLCR, the BlackRock Large Cap Core ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Alphabet, Microsoft, Nvidia, Amazon, and Meta, which all show strong financial performance and promising long-term growth in areas like cloud and AI. This strength is partly offset by weaker names such as Hasbro, where high debt and profitability issues, and holdings with valuation and cash flow concerns like Cardinal Health and Johnson Controls, introduce risk. The main risk factor is the fund’s heavy tilt toward large, growth-oriented companies where high valuations and occasional bearish or overbought technical signals could lead to more volatility.

Positive Factors

Broad Large-Cap Exposure

The fund holds a mix of well-known large U.S. companies across several industries, giving investors wide exposure to the U.S. stock market.

Recent Performance Momentum

The ETF has shown positive performance over the past month and quarter, indicating recent upward momentum.

Sector Diversification Across Key Industries

Holdings are spread across technology, financials, communication services, health care, industrials, and consumer sectors, which helps reduce the impact of weakness in any single industry.

Negative Factors

Heavy Tilt Toward Technology and Communication

A large portion of the portfolio is concentrated in technology and communication services stocks, which can make the fund more sensitive to swings in those sectors.

Mixed Performance Among Top Holdings

Several of the largest positions, including some major technology names, have shown weak or negative performance year-to-date, which can drag on overall returns.

Primarily U.S.-Only Exposure

With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.

BLCR vs. SPDR S&P 500 ETF (SPY)

AUM101.83M

RegionGlobal

Expense Ratio0.36%

Beta1.11

IssueriShares

Inception DateOct 24, 2023

Dividend Yield0.33%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume16,627

30 Day Avg. Volume12,204

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

52.61

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering35

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

BLCR Summary

The BlackRock Large Cap Core ETF (BLCR) is a fund that invests in many of the biggest U.S. companies, aiming to give you broad exposure to the large-cap stock market rather than tracking a specific index. It holds well-known names like Amazon, Microsoft, Nvidia, Alphabet (Google), and Meta, with a strong tilt toward technology, plus financials and health care. Someone might invest in BLCR to seek long-term growth and diversification in one simple investment. A key risk is that it is heavily exposed to large U.S. tech-related stocks, so its price can rise and fall sharply with that part of the market.

How much will it cost me?The BlackRock Large Cap Core ETF (BLCR) has an expense ratio of 0.36%, which means you’ll pay $3.60 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it does not track an index and uses a curated approach to select large-cap stocks. The higher cost reflects the expertise and active strategy involved in managing the fund.

What would affect this ETF?The BlackRock Large Cap Core ETF (BLCR) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as global economic recovery boosting large-cap companies. However, it may face challenges from rising interest rates, which can negatively impact growth-oriented sectors like technology and communication services, or economic slowdowns that affect consumer spending and financial performance. Regulatory changes targeting major tech firms could also pose risks to some of its top holdings.

BLCR Top 10 Holdings

BLCR leans heavily on U.S.-centric Big Tech, with Nvidia and Alphabet doing much of the heavy lifting as their AI and cloud stories keep the tech engine humming. Meta has been more of a steady contributor, while Microsoft and Amazon have recently lost a bit of steam, acting as mild brakes on performance rather than outright drags. Balancing that tech tilt, industrial and health names like Ciena, Johnson Controls, and Cardinal Health are rising nicely, giving the fund a broader large-cap backbone despite its clear technology and U.S. growth bias.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.43%	$6.82M	$4.52T	59.64%	76 Outperform
AMZN	Amazon	6.20%	$6.58M	$2.28T	9.02%	71 Outperform
MSFT	Microsoft	5.35%	$5.67M	$3.01T	5.64%	79 Outperform
GOOGL	Alphabet Class A	4.91%	$5.21M	$3.73T	87.17%	85 Outperform
META	Meta Platforms	4.88%	$5.18M	$1.66T	5.70%	76 Outperform
CIEN	Ciena	3.98%	$4.22M	$48.07B	411.97%	70 Outperform
CAH	Cardinal Health	3.93%	$4.16M	$50.69B	69.85%	66 Neutral
HAS	Hasbro	3.53%	$3.75M	$13.26B	52.39%	56 Neutral
CME	CME Group	3.45%	$3.65M	$108.78B	18.16%	74 Outperform
HWM	Howmet Aerospace	3.28%	$3.48M	$100.90B	102.32%	67 Neutral

BLCR Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

43.18

Negative

100DMA

42.24

Positive

200DMA

39.79

Positive

Market Momentum

MACD

-0.17

Positive

RSI

46.04

Neutral

STOCH

56.34

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLCR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 42.92, equal to the 50-day MA of 43.18, and equal to the 200-day MA of 39.79, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 46.04 is Neutral, neither overbought nor oversold. The STOCH value of 56.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BLCR.

BLCR Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BLCR	―	―	$101.83M	0.36%	70 Neutral
FFLC	―	―	$979.99M	0.38%	73 Outperform
FHEQ	―	―	$836.15M	0.48%	73 Outperform
AQEC	―	―	$597.31M	0.49%	69 Neutral
BBHL	―	―	$478.05M	0.71%	70 Outperform
FYEE	―	―	$150.51M	0.00%	74 Outperform

Performance Comparison

BLCR

BlackRock Large Cap Core ETF

42.55

12.43

41.27%

FFLC

Fidelity Fundamental Large Cap Core ETF

―

FHEQ

Fidelity Hedged Equity ETF

―

AQEC

AQE Core ETF

―

BBHL

BBH Select Large Cap ETF

―

FYEE

Fidelity Yield Enhanced Equity ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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