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Morningstar

BlackRock SMID-Cap Growth Equity Instl BSMDX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.41  /  −0.88 %
  • Total Assets 9.5 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 53%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BSMDX

Will BSMDX 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 BSMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSMDX 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 BSMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock SMID-Cap Growth Equity Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BSMDX

More BSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

4.08 415,872
Industrials

Saia Inc

2.78 283,672
Industrials

Entegris Inc

2.66 271,004
Technology

Floor & Decor Holdings Inc Class A

2.44 248,659
Consumer Cyclical

Comfort Systems USA Inc

2.41 245,501
Industrials

Bentley Systems Inc Ordinary Shares - Class B

2.36 241,182
Technology

Confluent Inc Class A

2.33 238,208
Technology

ASM International NV

2.30 234,243
Technology

Booz Allen Hamilton Holding Corp Class A

2.26 230,575
Industrials

Tradeweb Markets Inc

2.19 223,809
Financial Services