The Fund has one of the longest "Manager Tenure" as defined by Morningstar among funds in Morningstar's World Allocation category. He held various roles including chief investment strategist, co-head of fixed income and global head of high yield research. Compare +Watch List +Set Alert; This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Fund Family Name. 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. Dec 27, 1996. endstream BMGAX | A complete BlackRock Mid-Cap Growth Equity Portfolio;Investor A mutual fund overview by MarketWatch. Performance charts for BlackRock Mid-Cap Growth Equity Portfolio Fund (BMGAX) including intraday, historical and comparison charts, technical analysis and trend lines. Management Information. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Read the prospectus carefully before investing. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Share Class. Javascript is required. They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments. %���� Mr. Kemp joined the Growth Equity team at UBS Global Asset … As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. 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. 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. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Visit your brokerage today to see how you can get started. Mr. Kemp holds a BA from Stanford University and an MBA from the University of Chicago. BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares (BMGAX) Nasdaq - Nasdaq Delayed Price. Mr. Ruvinsky holds a BA in economics from University of Texas, a JD degree from the University of Michigan Law School, and an MBA from Columbia Business School. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Prospectus; Compare +Watch List +Set Alert; More. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. BlackRock Mid-Cap Growth Equity Portfolio. Share this fund with your financial planner to find out how it can fit in your portfolio. Fewer than 10% of US open-end funds hold medalist ratings. The fund may use derivatives to hedge its investments or to seek to enhance returns. Had sales charge been included, returns would have been lower. Source: Lipper. 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. Phil Ruvinsky Fund Description. Equity securities consist primarily of common stock, preferred stock, securities convertible into common stock and securities or other instruments whose price is … Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. global.morningstar.com/managerdisclosures/. 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. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. ‡Morningstar Analyst Rating™is not a credit or risk rating. USD. <>>>/BBox[0 0 108 15.7]/Length 36>>stream 8�d�u� ��г�Ѷ�)k=_wH#��ga.�>τ Asset allocation strategies do not assure profit and do not protect against loss. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. 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