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 31.87 / +0.98 %
- Total Assets 10.9 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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 30.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.97 | 452.6 Mil | Technology |
Pinterest Inc Class A | 3.35 | 382.7 Mil | Communication Services |
Entegris Inc | 3.27 | 373.6 Mil | Technology |
Vertiv Holdings Co Class A | 3.20 | 365.3 Mil | Industrials |
IDEXX Laboratories Inc | 2.98 | 339.5 Mil | Healthcare |
Heico Corp | 2.90 | 330.6 Mil | Industrials |
Axon Enterprise Inc | 2.88 | 328.7 Mil | Industrials |
Ares Management Corp Ordinary Shares - Class A | 2.87 | 327.9 Mil | Financial Services |
CoStar Group Inc | 2.85 | 325.5 Mil | Real Estate |
ASM International NV | 2.64 | 301.2 Mil | Technology |