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 Instl CMGIX
- NAV / 1-Day Return 41.57 / +0.53 %
- Total Assets 12.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2.0 Mil
- Status Open
- TTM Yield —
- Turnover 46%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:12 AM GMT+0
Morningstar’s Analysis CMGIX
Will CMGIX 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 29.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Copart Inc | 3.68 | 466.6 Mil | Industrials |
Monolithic Power Systems Inc | 3.24 | 409.8 Mil | Technology |
CoStar Group Inc | 3.02 | 382.0 Mil | Real Estate |
IDEXX Laboratories Inc | 2.83 | 358.9 Mil | Healthcare |
MSCI Inc | 2.79 | 353.6 Mil | Financial Services |
MongoDB Inc Class A | 2.77 | 350.3 Mil | Technology |
Ares Management Corp Ordinary Shares - Class A | 2.75 | 348.3 Mil | Financial Services |
Equifax Inc | 2.69 | 340.3 Mil | Industrials |
HubSpot Inc | 2.63 | 332.5 Mil | Technology |
Axon Enterprise Inc | 2.61 | 330.8 Mil | Industrials |