BlackRock Unconstrained Equity benefits from an exceptionally skilled pair of managers supported by a curated collection of dedicated resources, as well as a well-structured and clearly defined process. Conviction continues to accumulate in the team and process here, resulting in an upgraded Morningstar Medalist rating of Silver from Bronze for its cheaper share classes, including the clean D share class. Other share classes range from Silver to Bronze, depending on fees.
BlackRock Unconstrained Equity R MREGX
- NAV / 1-Day Return 14.03 / +1.81 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
1.450%
- Expense Ratio 1.450%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 100
- Status Open
- TTM Yield —
- Turnover 27%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MREGX
Will MREGX 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 63.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 9.87 | 39.3 Mil | Technology |
Novo Nordisk A/S Class B | 7.96 | 31.7 Mil | Healthcare |
Lvmh Moet Hennessy Louis Vuitton SE | 7.41 | 29.5 Mil | Consumer Cyclical |
Cadence Design Systems Inc | 7.20 | 28.7 Mil | Technology |
ASML Holding NV | 7.16 | 28.6 Mil | Technology |
Visa Inc Class A | 4.75 | 18.9 Mil | Financial Services |
Costco Wholesale Corp | 4.72 | 18.8 Mil | Consumer Defensive |
Ferrari NV | 4.70 | 18.8 Mil | Consumer Cyclical |
Mastercard Inc Class A | 4.67 | 18.6 Mil | Financial Services |
S&P Global Inc | 4.66 | 18.6 Mil | Financial Services |