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Mid caps are overlooked
Mid caps are overlooked
Revisit emerging markets
Revisit emerging markets
Invest in tomorrow's technology today
Invest in tomorrow's technology today

1. Mid caps are overlooked

Mid caps have generated higher returns with less risk than small caps yet they get less attention by investors.

CMGIX outperformed 93% of funds
over 5 years and priced in the 1st quartile.1
BlackRock Mid-Cap Growth Equity Fund (CMGIX)
Mid Caps delivered better risk-adjusted returns

1 Source: BlackRock for 20-year period ending 30 June 2020. Shown for illustrative purposes only.
Morningstar Rankings are based on total returns excluding sales charges. Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. It is not possible to invest directly in an index.

Source: Morningstar as of 6/30/20. Rankings for all funds are for the Institutional share class. Performance for other share classes may vary. Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Mid-Cap Growth Equity was ranked by Morningstar as follows: 1yr, 235/602; 3yr, 49/558; 5yr, 34/500 10yr, 17/381. As of 6/30/20, the Mid-Cap Growth Equity Fund was rated against the following numbers of U.S. domiciled Mid-Cap Growth funds over the following time periods: 558 in the last 3 years, 500 in the last 5 years and 381 in the last 10 years. With respect to these Mid-Cap Growth funds, the fund received a Morningstar rating of 5, 5 and 5 stars for the 3, 5, 10 year periods, respectively.

2. Revisit emerging markets

The world has changed but portfolios haven’t. Emerging markets barely scratch the surface in most portfolios.

MADCX outperformed 93% of funds
since PM inception and priced in the least expensive decile.2
BlackRock Emerging Markets Fund (MADCX)
Emerging markets and Developed markets.

2 Source: IMF World Economic Outlook as of October 2019. Past performance is no guarantee of future results. Past performance is no guarantee of future results. PM inception for Emerging Markets Fund is 04/01/2017.

Source: Morningstar as of 6/30/20. Rankings for all funds are for the Institutional share class. Performance for other share classes may vary. Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Emerging Markets Fund was ranked by Morningstar as follows: 1yr, 188/815 3yr, 39/704; 5yr, 69/595; 10yr, 52/246. Emerging Markets Fund was rated against the following numbers of U.S. domiciled Diversified Emerging Markets funds over the following time periods: 704 in the last 3 years, 595 in the last 5 years and 236 in the last 10 years. With respect to these Diversified Emerging Markets funds, the fund received a Morningstar rating of 5, 5 and 4 stars for the 3, 5, 10 year periods, respectively.

3. Invest in tomorrow's
technology today

Focusing on emerging tech leaders has the potential to drive outsized growth.

BGSIX outperformed 99% of tech funds
since PM inception.3
BlackRock Technology Opportunities Fund (BGSIX)
BGSIX has more exposure to emerging technology companies

3 Past performance is no guarantee of future results. PM inception for Technology Opportunities Fund is 06/17/2013.

Source: Morningstar as of 6/30/20. Rankings for all funds are for the Institutional share class. Performance for other share classes may vary. Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. Technology Opportunities Fund was ranked by Morningstar as follows: 1 Year 10/231; 3 Year 7/197; 5 Year 3/175; 10 Year 7/150. As of 6/30/20, Technology Opportunities Fund was rated against the following numbers of U.S. domiciled Technology funds over the following time periods: 197 in the last 3 years, 175 in the last 5 years and 150 in the last 10 years. With respect to these Technology funds, the fund received a Morningstar rating of 5, 5 and 5 stars for the 3, 5, 10 year periods, respectively.

4. Get started

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To obtain more information on the funds, including the Morningstar time period ratings and standardized average annual total returns as of the most recent calendar quarter and current month-end, please visit:

Mid-Cap Growth Equity Fund
Emerging Markets Fund
Technology Opportunities Fund

The Morningstar RatingTM for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of dividends and capital gains. Current performance may be lower or higher than that shown. Refer to blackrock.com for most recent month-end performance.