Equity

BMGAX

Mid-Cap Growth Equity Fund

Overview

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Performance

Performance

  • Returns

  YTD 1m 3m 1y 3y 5y 10y
20.71 3.20 20.71 16.55 79.66 89.65 431.53
14.37 -2.21 14.37 10.43 70.22 79.69 403.62
Benchmark (%) Index: Russell MidCap Growth 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. 19.62 1.35 19.62 11.51 52.31 67.65 406.04
Morningstar Category Avg. (%) Mid-Cap Growth 18.19 0.92 18.19 8.04 48.85 53.78 329.98
Lipper Category Avg. (%) Mid-Cap Growth Funds 19.08 1.10 19.08 9.74 52.48 58.44 338.18
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 Jun 19, 2019 $1,178.1 M
Size of Fund (Millions) as of Jun 19, 2019 $4,211.0 M
Share Class launch date Dec 27, 1996
Asset Class Equity
Morningstar Category Mid-Cap Growth
Lipper Classification Mid-Cap Growth Funds
Benchmark Index Russell MidCap Growth Index
CUSIP 091928846
Number of Holdings as of May 31, 2019 69
Max Offer Price as of Jun 19, 2019 $27.02
Open to New Investors Yes
Turnover Percent as of May 31, 2019 43%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of May 31, 2019 $ 14,873.4 M
R-Squared (3y) as of May 31, 2019 86.09
Beta (3y) as of May 31, 2019 0.93
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 20.71%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -16.88%
Fund Standard Deviation (3y) as of May 31, 2019 13.98

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 Mid-Cap Growth Equity Fund, Class A, as of May 31, 2019 rated against 542 Mid-Cap Growth Funds.

Lipper Leader

 
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 May 31, 2019 out of 364, 12,207, 364, 107 and 364 Funds, respectively in Lipper's Mid-Cap Growth Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Silver
Morningstar has awarded the Fund a Silver medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Jul 13, 2018) ‡

Holdings

Holdings

as of May 31, 2019
Name Weight (%)
IAC/INTERACTIVECORP 2.82
COSTAR GROUP INC 2.54
FAIR ISAAC CORP 2.48
COPART INC. 2.48
MSCI INC 2.40
Name Weight (%)
HEICO CORP 2.26
ALIGN TECHNOLOGY INC 2.21
LIVE NATION ENTERTAINMENT INC 2.20
XILINX INC 2.16
SBA COMMUNICATIONS CORP 2.16

Exposure Breakdowns

Exposure Breakdowns

as of May 31, 2019

% of Market Value

Type Fund Benchmark Net
as of May 31, 2019

% of Market Value

Type Fund Benchmark Net
as of May 31, 2019

% of Market Value

Type Fund Benchmark Net
as of May 31, 2019

% 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

Philip H. Ruvinsky
Managing Director

    

Lawrence Kemp
Managing Director

     

Portfolio Manager

Literature

Literature

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