Skip to Content
Morningstar

BlackRock Mid-Cap Growth Equity Inv C BMGCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 24.52  /  +0.37 %
  • Total Assets 11.8 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 46%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BMGCX

Will BMGCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BMGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BMGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Loss of experienced team members leads to downgrade.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Significant turnover has left the team on BlackRock Mid-Cap Growth light on experience, resulting in a People Pillar downgrade to Average from Above Average. However, the robust process remains intact, leaving this strategy as a decent option for mid-growth investors.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BMGCX

More BMGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Copart Inc

3.92 495.0 Mil
Industrials

CoStar Group Inc

3.35 424.1 Mil
Real Estate

Monolithic Power Systems Inc

2.95 373.1 Mil
Technology

MSCI Inc

2.79 353.3 Mil
Financial Services

Ares Management Corp Ordinary Shares - Class A

2.76 349.2 Mil
Financial Services

IDEXX Laboratories Inc

2.66 336.8 Mil
Healthcare

Axon Enterprise Inc

2.66 336.7 Mil
Industrials

West Pharmaceutical Services Inc

2.65 334.9 Mil
Healthcare

Entegris Inc

2.57 325.5 Mil
Technology

HubSpot Inc

2.57 324.5 Mil
Technology