A strong management team and sound investment process underpin BlackRock SMID-Cap Growth Equity Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 11.63 / 2.02 %
- Total Assets 8.6 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 0
- Status Open
- TTM Yield 0.00
- Turnover 54%
Morningstar’s Analysis BSMDX
Will BSMDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Feb 28, 2023
- Equity Holdings 70
- Bond Holdings 0
- Other Holdings 15
- % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector