Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … BlackRock Mid-Cap Growth Equity Port has an expense ratio of 1.05 percent. Prior to joining BlackRock, Mr. Kemp was at UBS Global Asset Management, where he managed the Laudus Growth Investors US Large Cap Select Growth Fund, as well as both diversified and concentrated US large cap growth institutional equity portfolios against the Russell 1000 Growth and S&P 500 indexes. Equity securities consist primarily of common stock, preferred stock, securities convertible into common stock and securities or other instruments whose price is … The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund … Typically, when interest rates rise, there is a corresponding decline in bond values. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The fund is actively managed and its characteristics will vary. Mr. Ruvinsky began his investment career with UBS Global Asset Management in 2002 where, most recently, he was a portfolio manager and investment analyst with primary research responsibility for internet, consumer and health care sectors. Add to watchlist BlackRock Mid-Cap Growth Equity Portfolio Class K Retirement (BMGKX) Related Funds - discover similar funds, compare dividends and return. Review the MSCI methodology behind Sustainability Characteristics, using links below. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to global.morningstar.com/managerdisclosures/. Inception Date. Analyze the Fund BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares having Symbol CMGIX for type mutual-funds and perform research on other mutual funds. Management Information. Net Expense Ratio excluding Investment Related Expenses is 1.05%. The Manager Research Group uses this five pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a risk-adjusted basis. This may include relevant third-party insights, as well as internal engagement commentary and input from BlackRock Investment Stewardship on governance issues. Find the latest performance data chart, historical data and news for BlackRock Mid-Cap Growth Equity Ptf Class R (BMRRX) at Nasdaq.com. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Although a universal definition of mid- capitalization companies does not exist, the fund generally defines these companies as those with market capitalizations … Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1 … Dec 27, 1996. Fewer than 10% of US open-end funds hold … :��O�G��5+�iTIF��3�oϯ�c�E_�!��%�=�Z>��99�'��){c�DW����v�k�|�L����^L7�7ܧɋ�S�IJV�7D3H���J>zt����ĉ��x8�+��4��� Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments. If the fund makes short sales in securities that increase in value, the fund will lose value. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. 4 0 obj <>/Font<>>>/Parent 11 0 R/MediaBox[0 0 612 792]>> global.morningstar.com/managerdisclosures/. Had sales charge been included, returns would have been lower. Asset allocation strategies do not assure profit and do not protect against loss. BlackRock Mid-Cap Growth Equity Inv C BMGCX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. A. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Mid-Cap Growth Equity Fund As of 12/31/2020 | Class K: BMGKX | Class R: BMRRX | Institutional: CMGIX | Investor A: BMGAX | Investor C: BMGCX | Service: CMGSX A high conviction, mid-cap growth strategy Combines diversified sources of growth Seeks to outperform in all markets Morningstar has awarded the Fund a Silver medal. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. Mid-Cap Growth Equity Fund As of 12/31/2020 | Class K: BMGKX | Class R: BMRRX | Institutional: CMGIX | Investor A: BMGAX | Investor C: BMGCX | Service: CMGSX A high conviction, mid-cap growth strategy Combines diversified sources of growth Seeks to outperform in all markets Morningstar has awarded the Fund a Bronze medal. © 2021 BlackRock, Inc. All rights reserved. 8�d�u� ��г�Ѷ�)k=_wH#��ga.�>τ Analyze the Fund BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares having Symbol CMGIX for type mutual-funds and perform research on other mutual funds. BlackRock Capital Appreciation Fund, Inc. 100 BELLEVUE PARKWAY. United States. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. (Effective Jun 18, 2020). BlackRock. Mr. Kemp holds a BA from Stanford University and an MBA from the University of Chicago. Mr. Kemp joined the Growth Equity team at UBS Global Asset … Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 380, 12,233, 380, 102 and 380 Funds, respectively in Lipper's Mid-Cap Growth Funds classification. USR-9694. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. The Fund seeks long-term capital appreciation by investing primarily in mid-capitalization U.S. growth companies believed to have above-average earnings growth potential. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Visit your brokerage today to see how you can get started. For standardized performance, please see the Performance section above. endobj BMRRX | A complete BlackRock Mid-Cap Growth Equity Portfolio;R mutual fund overview by MarketWatch. Share Class. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s conviction in a fund’s prospects for outperformance. BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares (BMGAX Quick Quote BMGAX - Free Report) fund aims for capital appreciation over the long term. BlackRock. They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. Shares Outstanding. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Domiciled Country. View mutual fund news, mutual fund market and … Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. endobj BlackRock Mid-Cap Growth Equity K BMGKX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. I consult or invest on behalf of a financial institution. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Domiciled Country. Interactive chart displaying fund performance. 45.72%: 26.04%: 22.34%: 15.98%: 9.57%: Mid-Cap Growth. Manager. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. All returns assume reinvestment of all dividends. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. Mr. Kemp joined the Growth Equity team at UBS Global Asset Management in 2001, but his tenure with the firm dated back to 1992. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Read the prospectus carefully before investing. Fund Perf. Prior to joining BlackRock, Mr. Kemp was at UBS Global Asset Management, where he managed the Laudus Growth Investors US Large Cap Select Growth Fund, as well as both diversified and concentrated US large cap growth institutional equity portfolios against the Russell 1000 Growth and S&P 500 indexes. N/A. Overall Morningstar Rating for Mid-Cap Growth Equity Fund, Class A, as of Jan 31, 2021 rated against 564 Mid-Cap Growth Funds based on risk adjusted total return. ©2020 BlackRock, Inc. All rights reserved. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … This information should not be used to produce comprehensive lists of companies without involvement. Current performance may be lower or higher than the performance data quoted. No Transaction Fee 1; Fidelity Fund Pick 2; Buy Sell. Review the MSCI methodology behind the Business Involvement metrics, using links below. 15 0 obj The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. 800-441-7762. Read the prospectus carefully before investing. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. There is no assurance that a fund will repeat that yield in the future. United States. Performance data is not currently available. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. endobj Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. BlackRock Mid-Cap Growth Equity Portfolio Service Shares. Compare +Watch List +Set Alert; This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity. BlackRock Mid-Cap Growth Equity Portfolio. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. blackrock.com Commentaryasof12/31/20 The fund posted ... equity securities issued by U.S. mid-capitalization growth companies that fund management team believes have above-average earnings growth potential. Invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization growth companies, as represented in the Russell Midcap® Growth Index, that fund management team believes have above-average earnings growth potential. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Please refer to the fund’s prospectus for more information. <>stream The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund … The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. This information must be preceded or accompanied by a current prospectus. Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher rated securities. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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