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BlackRock Unconstrained Equity Instl MAEGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis MAEGX

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

  • People Pillar

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

The differentiated approach to quality growth investing earns an upgrade.

Associate Analyst Jack Fletcher-Price

Jack Fletcher-Price

Associate Analyst

Summary

BlackRock Unconstrained Equity benefits from an exceptionally skilled pair of managers supported by a curated collection of dedicated resources, as well as a well-structured and clearly defined process. Conviction continues to accumulate in the team and process here, resulting in an upgraded Morningstar Medalist rating of Silver from Bronze for its cheaper share classes, including the clean D share class. Other share classes range from Silver to Bronze, depending on fees.

by Jack Fletcher-Price
Rated on Published on

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