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BlackRock SMID-Cap Growth Equity Instl BSMDX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.76  /  +1.03 %
  • Total Assets 10.0 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 Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:12 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.

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 cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings BSMDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

3.30 321,385
Industrials

Entegris Inc

2.52 244,993
Technology

Booz Allen Hamilton Holding Corp Class A

2.44 237,600
Industrials

Bentley Systems Inc Ordinary Shares - Class B

2.42 235,877
Technology

Comfort Systems USA Inc

2.41 234,375
Industrials

Tradeweb Markets Inc

2.37 230,345
Financial Services

ASM International NV

2.36 230,045
Technology

Vertiv Holdings Co Class A

2.31 224,776
Industrials

Monolithic Power Systems Inc

2.31 224,367
Technology

Pinterest Inc Class A

2.29 222,552
Communication Services