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.
- NAV / 1-Day Return 32.09 / 0.65 %
- Total Assets 11.7 Bil
-
Adj. Expense Ratio
1.050%
- Expense Ratio 1.050%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield —
- Turnover 46%
Morningstar’s Analysis CMGSX
Will CMGSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 62
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector