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BlackRock Mid-Cap Growth Equity Instl (CMGIX)

46.31 +0.91 (+2.00%)
At close: 8:01:34 PM EST

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The fund adviser generally defines these companies, at the time of the fund's investment, as those with market capitalizations comparable in size to the companies in the Russell Midcap® Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.

BlackRock Mid-Cap Growth Equity Instl

WILMINGTON DE 19809
100 BELLEVUE PARKWAY
800-441-7762

Fund Overview

Category Mid-Cap Growth
Fund Family BlackRock
Net Assets 11.45B
YTD Return 19.84%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2006

Fund Operations

Last Dividend --
Last Cap Gain 16.00
Holdings Turnover 48.00%
Average for Category --

Fees & Expenses

Expense CMGIX Category Average
Annual Report Expense Ratio (net) 0.80% 1.09%
Prospectus Net Expense Ratio 0.80% --
Prospectus Gross Expense Ratio 0.85% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Director of BlackRock, Inc. since 2020; Vice President of BlackRock, Inc. from 2016 to 2020; prior to joining BlackRock, Inc., Ms. Bottinelli was an Equity Research Associate at J.P. Morgan.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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