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Equity

MDLHX

Large Cap Focus Growth Fund

Overview

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Performance

Performance

  • Returns

  YTD 1m 3m 1y 3y 5y 10y
24.06 6.12 6.21 10.78 79.96 95.99 336.07
17.54 0.55 0.64 4.97 70.51 85.70 313.18
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 23.06 1.60 1.89 9.06 60.03 71.04 294.44
Lipper Category Avg. (%) Large-Cap Core Funds 17.59 6.63 4.16 8.92 44.37 55.46 250.29
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 prior to June 12, 2017 are the returns of the Fund when it followed different investment strategies under the name “BlackRock Large Cap Growth Fund.”

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 Sep 18, 2019 $509.9 M
Size of Fund (Millions) as of Sep 18, 2019 $987.0 M
Share Class launch date Dec 22, 1999
Asset Class Equity
Morningstar Category Large Growth
Lipper Classification Large-Cap Growth Funds
Benchmark Index Russell 1000 Growth Index
CUSIP 09250J601
Number of Holdings as of Aug 30, 2019 42
Max Offer Price as of Sep 18, 2019 $13.15
Open to New Investors Yes
Turnover Percent as of Aug 31, 2019 48%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Aug 30, 2019 $ 286,591.9 M
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 16.80%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -15.61%
Fund Standard Deviation (3y) as of Aug 31, 2019 14.20

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

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for Large Cap Focus Growth Fund, Class A, as of Aug 31, 2019 rated against 1236 Large 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 Aug 31, 2019 out of 575, 12,229, 576, 162 and 576 Funds, respectively in Lipper's Large-Cap Growth Funds classification.

Holdings

Holdings

as of Aug 30, 2019
Name Weight (%)
AMAZON.COM INC 9.83
MICROSOFT CORPORATION 5.98
VISA INC 4.83
MASTERCARD INC 4.59
UNITEDHEALTH GROUP INC 3.20
Name Weight (%)
SALESFORCE.COM INC. 3.18
IAC/INTERACTIVECORP 3.02
S&P GLOBAL INC 2.95
COSTAR GROUP INC 2.95
BOEING CO 2.93

Exposure Breakdowns

Exposure Breakdowns

as of Aug 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Aug 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Aug 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Aug 30, 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

Lawrence Kemp
Managing Director

     

Portfolio Manager

Literature

Literature

 

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