BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares CMGIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$29.15  /  −1.39%
  • Fund Size$3.7B
  • Adjusted Expense Ratio0.800%
  • Net Expense Ratio0.800%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$2M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio122%

Morningstar’s Analysis CMGIX

Will CMGIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Off to a good start, but questions remain.

Analyst Drew Carter

Drew Carter

Analyst

Summary

BlackRock Mid-Cap Growth Equity’s team and process remain new and unproven, warranting caution despite a strong performance start. This strategy receives Average ratings for its People and Process pillars.

Rated on Published on

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Portfolio Holdings CMGIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

4.84214M
Technology

Natera Inc

4.53200M
Healthcare

Cloudflare Inc

3.64161M
Technology

Robinhood Markets Inc Class A

3.55157M
Financial Services

Datadog Inc Class A

3.51155M
Technology

Teradyne Inc

2.84125M
Technology

Quanta Services Inc

2.83125M
Industrials

Royal Caribbean Group

2.82124M
Consumer Cyclical

Affirm Holdings Inc Ordinary Shares - Class A

2.69119M
Financial Services

Take-Two Interactive Software Inc

2.55113M
Communication Services

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