Morningstar

BlackRock SMID-Cap Growth Equity Instl BSMDX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.24  /  0.00
  • Total Assets 10.3 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 1:01 AM GMT+0

Morningstar’s Analysis BSMDX

Will BSMDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSMDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock SMID-Cap Growth Equity Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSMDX

More BSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

2.98 300,735
Industrials

Monolithic Power Systems Inc

2.80 282,273
Technology

Comfort Systems USA Inc

2.76 277,867
Industrials

Entegris Inc

2.54 256,536
Technology

Bentley Systems Inc Ordinary Shares - Class B

2.47 249,475
Technology

Heico Corp

2.37 239,370
Industrials

Tradeweb Markets Inc

2.36 237,816
Financial Services

TPG Inc Ordinary Shares - Class A

2.31 233,281
Financial Services

Vertiv Holdings Co Class A

2.30 232,401
Industrials

ASM International NV

2.22 223,861
Technology

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