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BlackRock Unconstrained Equity Inv A MDEGX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.91  /  −1.07 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 PM GMT+0

Morningstar’s Analysis MDEGX

Will MDEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings MDEGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.69 38.6 Mil
Technology

Lvmh Moet Hennessy Louis Vuitton SE

7.82 31.2 Mil
Consumer Cyclical

Novo Nordisk A/S Class B

7.53 30.0 Mil
Healthcare

ASML Holding NV

7.06 28.1 Mil
Technology

Cadence Design Systems Inc

6.98 27.8 Mil
Technology

Alphabet Inc Class C

4.87 19.4 Mil
Communication Services

Mastercard Inc Class A

4.84 19.3 Mil
Financial Services

Costco Wholesale Corp

4.76 19.0 Mil
Consumer Defensive

S&P Global Inc

4.58 18.2 Mil
Financial Services

Intuit Inc

4.39 17.5 Mil
Technology