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Equity

BMCAX

Advantage Large Cap Growth Fund

Overview

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Performance

Performance

  • Returns

  YTD 1m 3m 1y 3y 5y 10y
21.05 6.08 4.60 9.29 63.00 54.42 219.50
14.69 0.51 -0.89 3.55 54.44 46.32 202.72
Benchmark (%) Index: Russell 1000 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. 21.49 6.87 4.64 11.56 64.58 87.46 351.84
Morningstar Category Avg. (%) Large Growth 21.11 6.74 4.63 10.02 60.03 71.04 294.44
Lipper Category Avg. (%) Multi-Cap Core Funds 17.26 6.75 3.67 6.22 41.10 46.06 234.27
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.

The Fund's returns between July 31, 2012 and June 12, 2017 are the returns of the Fund when it followed different investment strategies under the name "BlackRock Flexible Equity Fund." The Fund's returns prior to July 31, 2012 are the returns of the Fund when it followed different investment strategies under the name "BlackRock Mid-Cap Value Equity Portfolio."

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 Jul 17, 2019 $730.4 M
Size of Fund (Millions) as of Jul 17, 2019 $830.0 M
Share Class launch date Aug 26, 1986
Asset Class Equity
Morningstar Category Large Growth
Lipper Classification Large-Cap Growth Funds
Benchmark Index Russell 1000 Growth Index
CUSIP 091928788
Number of Holdings as of Jun 28, 2019 168
Max Offer Price as of Jul 17, 2019 $16.99
Open to New Investors Yes
Turnover Percent as of Jun 30, 2019 162%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jun 28, 2019 $ 294,016.3 M
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 15.73%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -17.32%
Fund Standard Deviation (3y) as of Jun 30, 2019 13.60

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Jan 31, 2019) ‡

Holdings

Holdings

as of Jun 28, 2019
Name Weight (%)
AMAZON.COM INC 6.33
MICROSOFT CORPORATION 6.16
APPLE INC 5.76
FACEBOOK INC 3.65
ALPHABET INC 3.59
Name Weight (%)
VISA INC 2.41
SALESFORCE.COM INC. 1.88
MERCK & CO INC 1.82
PEPSICO INC 1.81
UNITEDHEALTH GROUP INC 1.76

Exposure Breakdowns

Exposure Breakdowns

as of Jun 28, 2019

% of Market Value

Type Fund Benchmark Net
as of Jun 28, 2019

% of Market Value

Type Fund Benchmark Net
as of Jun 28, 2019

% of Market Value

Type Fund Benchmark Net
as of Jun 28, 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

Raffaele Savi
BlackRock Systematic Active Equity Investment Team

    

Travis Cooke
BlackRock Systematic Active Equity Investment Team

Travis Cooke, CFA, Managing Director, is Head of North American strategies for the Systematic Active Equity division of BlackRock’s Active Equities Group. In his current role, Mr. Cooke is responsible for US and Canadian long-only and long-short strategies for retail and institutional clients. 

 

Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors, where he managed US strategies within the Alpha Strategies Group.

 

Mr. Cooke holds an MSc in finance from London Business School, and has been a CFA charterholder since 2001.

Richard Mathieson
BlackRock Systematic Active Equity Investment Team

    

Portfolio Manager

Literature

Literature

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