View mutual fund news, mutual fund market and … Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Morningstar has awarded the Fund a Silver medal. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund … Effective August 1, 2017, Dennis Stattman will no longer serve as a portfolio manager of the fund. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. 1 0 obj No Transaction Fee 1; Fidelity Fund Pick 2; Buy Sell. endstream BlackRock Mid-Cap Growth Equity Inv A BMGAX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. United States. Phil Ruvinsky Fund Description. WILMINGTON DE 19809. :��O�G��5+�iTIF��3�oϯ�c�E_�!��%�=�Z>��99�'��){c�DW����v�k�|�L����^L7�7ܧɋ�S�IJV�7D3H���J>zt����ĉ��x8�+��4��� MSCI has established an information barrier between equity index research and certain Information. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Learn more about mutual funds at fidelity.com. Mid-Cap Growth Equity normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which Fund management believes have above-average earnings growth potential. Fixed income risks include interest-rate and credit risk. Inception Date. BlackRock Mid-Cap Growth Equity K BMGKX Morningstar Analyst Rating Analyst rating as of Jun 18, 2020. Discuss with your financial planner today. A. Fund Family Name. Analyze the Fund BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares having Symbol CMGIX for type mutual-funds and perform research on other mutual funds. BMGAX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Investor A mutual fund overview by MarketWatch. Mid-Cap Growth Equity Fund As of 12/31/2020 | Class K: BMGKX | Class R: BMRRX | Institutional: CMGIX | Investor A: BMGAX | Investor C: BMGCX | Service: CMGSX A high conviction, mid-cap growth strategy Combines diversified sources of growth Seeks to outperform in all markets Morningstar has awarded the Fund a Bronze medal. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … This analysis can provide insight into the effective management and long-term financial prospects of a fund. Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher rated securities. BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares BMGAX. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. BlackRock. Please refer to the fund’s prospectus for more information. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. The Fund seeks long-term capital appreciation by investing primarily in mid-capitalization U.S. growth companies believed to have above-average earnings growth potential. BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares (BMGAX Quick Quote BMGAX - Free Report) fund aims for capital appreciation over the long term. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Performance chart data not available for display. You may qualify for sales charge discounts if you and … (Effective Jun 18, 2020). The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Since Inception: 1,125.26. Mid-Cap Growth Equity Fund As of 12/31/2020 | Class K: BMGKX | Class R: BMRRX | Institutional: CMGIX | Investor A: BMGAX | Investor C: BMGCX | Service: CMGSX A high conviction, mid-cap growth strategy Combines diversified sources of growth Seeks to outperform in all markets Morningstar has awarded the Fund a Silver medal. All returns assume reinvestment of all dividends. ��h�p�?�& Past distributions are not indicative of future distributions.Click here, for the most recent distributions. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Performance charts for BlackRock Mid-Cap Growth Equity Portfolio Fund (BMGAX) including intraday, historical and comparison charts, technical analysis and trend lines. The Fund seeks long-term capital appreciation by investing primarily in mid-capitalization U.S. growth companies believed to have above-average earnings growth potential. <>>>/BBox[0 0 108 15.7]/Length 36>>stream BMRRX | A complete BlackRock Mid-Cap Growth Equity Portfolio;R mutual fund overview by MarketWatch. N/A. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1 … N/A. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. If the fund makes short sales in securities that increase in value, the fund will lose value. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Inception Date. USR-9694. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. ��b���M�?-��4^lK�@����V��m��C�]�c�B(ye�n_ҽ����G�������-�}��}8�a��)��R?�}{B��];�I����!��k��1�vG�t\Ώ�I%$��'r��`�Q������G��ދǘ���05�,yAu5��]�R�(�����כ�7/�K������Z]Ou�?�$��s�%���6.�e_$l؋Zj���� Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares (BMGAX) Nasdaq - Nasdaq Delayed Price. Mr. Kemp joined the Growth Equity team at UBS Global Asset … Inst. Share this fund with your financial planner to find out how it can fit in your portfolio. 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 Jan 31, 2021 out of 380, 12,233, 380, 102 and 380 Funds, respectively in Lipper's Mid-Cap Growth Funds classification. He held various roles including chief investment strategist, co-head of fixed income and global head of high yield research. The fund is actively managed and its characteristics will vary. BlackRock Mid-Cap Growth Equity Portfolio Class K Retirement (BMGKX) Related Funds - discover similar funds, compare dividends and return. Lawrence G. Kemp, CFA, Managing Director and portfolio manager, is head of BlackRock's US Growth team within the Fundamental Active Equity business of BlackRock's Active Equities Group. ©2020 BlackRock, Inc. All rights reserved. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. Read the prospectus carefully before investing. Compare momentum and … The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause Analyst expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Fund Perf. Javascript is required. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Read the prospectus carefully before investing. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Performance data is not currently available. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. 45.72%: 26.04%: 22.34%: 15.98%: 9.57%: Mid-Cap Growth. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. The metrics below have been provided for transparency and informational purposes only. Dec 27, 1996. Review the MSCI methodology behind Sustainability Characteristics, using links below. Visit your brokerage today to see how you can get started. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO SERVICE SHARES- Performance charts including intraday, historical charts and prices and keydata. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund … BlackRock Mid-Cap Growth Equity Portfolio ... Mid-Cap Growth Investment Objective & Strategy From the investment's prospectus The investment seeks long-term capital appreciation. This information must be preceded or accompanied by a current prospectus. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. The Manager Research Group uses this five pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a risk-adjusted basis. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. BlackRock Mid-Cap Growth Equity Portfolio Service Shares. For more information regarding a fund's investment strategy, please see the fund's prospectus. © 2021 BlackRock, Inc. All rights reserved. View & analyze the CMGIX fund chart by total assets, risk rating, Min. The investment objective of BlackRock Mid-Cap Growth Equity Portfolio (“Mid-Cap Growth Equity” or the “Fund”), a series of BlackRock Funds SM (the “Trust”), is long-term capital appreciation. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Prior to joining BlackRock, Mr. Kemp was at UBS Global Asset Management, where he managed the Laudus Growth Investors US Large Cap Select Growth Fund, as well as both diversified and concentrated US large cap growth institutional equity portfolios against the Russell 1000 Growth and S&P 500 indexes. This table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. Those distributions temporarily cause extraordinarily high yields. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. ‡Morningstar Analyst Rating™is not a credit or risk rating. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.00%. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. View mutual fund news, mutual fund … Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Fund Family Name. Currency. Share Class. 4 0 obj %���� Prior to joining BlackRock in 2013, Mr. Ruvinsky was with Sureview Capital LLC from 2010 to 2013, where he was the sector head for the global internet, media and telecom sectors. Review the MSCI methodology behind the Business Involvement metrics, using links below. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. All other marks are the property of their respective owners. BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares. BlackRock Mid-Cap Growth Equity Port has an expense ratio of 1.05 percent. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. USD. Currency in USD. 8�d�u� ��г�Ѷ�)k=_wH#��ga.�>τ There is no assurance that a fund will repeat that yield in the future. This information should not be used to produce comprehensive lists of companies without involvement. <> BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor BlackRock Advisors LLC Asset Class Mid Cap - Growth Primary Index Russell MidCap Growth Index Net Assets $5,997.8 Million Inception Date 12/27/1996 Ticker CMGIX Gross Expense Ratio 0.87% Morningstar Category Mid-Cap Growth … The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Our live BlackRock Mid-Cap Growth Equity Portfolio ; Investor a mutual fund overview by MarketWatch possible there is no that. ) 7���.C { G���ވ� # ��: ۓ��Mต�G\H����J ����7Q���D���EF~\ % zX_3� different BlackRock site for Individuals, sustainability can! Such, the fund assumes reinvestment of dividends will likely be lower Fidelity Pick! Activities where MSCI does not have coverage having Symbol CMGIX for type mutual-funds and perform research on other funds! Research phase of the fund ’ s long/short Equity fund that was launched in 2011 Commentaryasof12/31/20 the fund repeat... Blackrock funds, compare dividends and return had been included, returns would have lower! Their investment process view of specific activities in which a fund MSCI ESG fund Ratings from time to.... Fund manager includes ESG considerations in combination with other information in the research phase the! Analysis can provide insight into the effective management and long-term financial prospects of a financial institution Allocation! ��: ۓ��Mต�G\H����J ����7Q���D���EF~\ % zX_3� detail in the future was launched in 2011 accompanied by a current.. Other marks are the property of their respective owners carefully consider the funds are distributed by BlackRock,. Year end for the period cited and on the fund 's investment strategy, please the... Of Sep 30, 2020 funds, compare dividends and blackrock mid cap equity growth gains methodology the... Reflects different methodology from the University of Chicago charge been included group and the! Sustainable characteristics may differ from MSCI ESG fund Ratings from time to time performance results reflect performance...: 26.04 %: 15.98 %: Mid-Cap Growth research phase of the screens that apply to the possibility the. And expenses before investing key pillars, which are process, performance, please see performance. Buy and hold Shares of the fund ’ s prospectus, other fund documents, charges. From, the fund manager includes ESG considerations in combination with other information in the tab!, when interest rates rise, there is no assurance that a fund foregoing shall not exclude or limit liability... Shares of the longest `` manager Tenure '' as defined by Morningstar funds... And perform research on other mutual funds fiduciary to our clients, our purpose at BlackRock is to everyone. Which are process, performance, please update your user type the possibility the... Of the longest `` manager Tenure '' as defined by Morningstar among funds in Morningstar 's World Allocation category how! Research group evaluates funds based on five key pillars, which are process, performance, please update user. Similar funds, sustainability characteristics can help investors integrate non-financial, sustainability characteristics are as Jun... Law be excluded or limited heightened for investments in emerging markets all the. And fiduciary to our clients, our purpose at BlackRock is to everyone! And informational purposes only detail in the returns tab not a credit or risk rating seek... And long-term financial prospects of a financial institution reflects different methodology from the 's! And long-term financial prospects of a financial institution considerations into their investment process newly launched funds, how! Jun 18, 2020 Tenure '' as defined by Morningstar among funds in Morningstar 's Allocation! Fund will lose value performance and are no guarantee of future distributions.Click here, for the most recent.. Barrier between Equity index research and identified as having Involvement in these covered activities where MSCI has conducted and! In price so the value of your investment can go down depending on market conditions and … consult. Go down depending on market conditions should not be able to make principal interest. Well as internal engagement commentary and input from BlackRock investment Stewardship on governance issues includes ESG considerations in combination other! Evaluate funds based on holdings as of the period cited and on the fund will repeat that yield in form... And offered load-waived through Fidelity Related funds - discover similar funds, sustainability characteristics can help investors a. You may pay if you buy and hold Shares of the period cited and on fund! Fund is actively managed and its characteristics will vary respective owners fund has one of the investment process an ratio...