BMCIX

U.S. Opportunities Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
17.70 7.21 11.96 8.56 13.85
Benchmark (%) Index: Russell MidCap Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 17.03 8.48 13.09 7.94 -
Morningstar Category Avg. (%) Mid-Cap Growth 15.58 6.06 10.30 7.12 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 176/635 180/580 108/500 75/368 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 2 1 1 -
Lipper Category Avg. (%) Mid-Cap Growth Funds 15.95 6.15 10.44 7.18 -


The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of 26-Apr-2017 $730.3 M
Size of Fund (Millions) as of 26-Apr-2017 $1,231.3 M
Share Class launch date 01-May-1998
Asset Class Equity
Morningstar Category Mid-Cap Growth
Lipper Classification Mid-Cap Growth Funds
Benchmark Index Russell MidCap Index
CUSIP 091929760
Net, Excluding Investment Related Expenses 1.01%
Gross Expense Ratio 1.20%
Contractual End Date 31-Jan-2018
Number of Holdings as of 31-Mar-2017 138
Max Offer Price as of 26-Apr-2017 $39.23
Open to New Investors Yes
Turnover Percent as of 31-Mar-2017 72%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of 31-Mar-2017 $13,822.8 M
R-Squared (3y) as of 31-Mar-2017 91.93
Beta (3y) as of 31-Mar-2017 1.04
Best 3-Month Return Over the Last 3 Years 3 months ending 31-May-2016 10.42%
Worst 3-Month Return Over the Last 3 Years 3 months ending 29-Feb-2016 -11.27%
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for U.S. Opportunities Fund, Class Inst, as of 31-Mar-2017 rated against 580 Mid-Cap Growth Funds.

Holdings

Holdings

as of 31-Mar-2017
Name Weight (%)
UBER TECHNOLOGIES, INC. 1.42
ADVANCEPIERRE FOODS HOLDINGS INC 1.39
HARTFORD FINANCIAL SERVICES GROUP INC 1.30
BANKUNITED INC 1.26
SVB FINANCIAL GROUP 1.20
Name Weight (%)
PIONEER NATURAL RESOURCES COMPANY 1.18
DIAMONDBACK ENERGY SERVICES LLC 1.16
EQUINIX INC 1.15
QUEST DIAGNOSTICS INCORPORATED 1.12
CONCHO RESOURCES INC 1.08

Exposure Breakdowns

Exposure Breakdowns

as of 31-Mar-2017

% of Market Value

Type Fund Benchmark Net
as of 31-Mar-2017

% of Market Value

as of 31-Mar-2017

% of Market Value

as of 31-Mar-2017

% of Market Value

Type Fund Benchmark Net
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.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Thomas Callan
Thomas Callan
Ian Jamieson
Ian Jamieson
Simon McGeough
Simon McGeough
Portfolio Manager

Literature

Literature

 

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