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.
BlackRock Mid-Cap Growth Equity R BMRRX
- NAV / 1-Day Return 32.26 / +0.37 %
- Total Assets 11.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.300%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 100
- 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 BMRRX
Will BMRRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |