BlackRock Mid-Cap Growth Equity Instl

The investment seeks long-term capital appreciation.
The fund 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. The fund adviser generally defines mid-capitalization companies as those with market capitalizations comparable in size to the companies in the Russell Midcap® Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.

Key stats

Management firm  BlackRock
Domicile  United States
Fund Administrator  BlackRock Advisors LLC
Global Branding Name  BlackRock
Fund currency  USD
Launch Date  1996-12-27
ISIN  US0919288615
SEDOL  B675Y63
Manager 1 Name  Lawrence Kemp
Manager 2 Name  Kathryn Mongelli
Fund Strategy  Mid-Cap Growth
Benchmark  Russell Mid Cap Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  2.43%
Return - 2 Months  0.22 %
Return - 3 Months  5.66%
Return - 6 Months  11.66 %
Return - 9 months  8.25 %
Return - 12 Months  13.99%
Annualized return 24 months  27.44 %
Annualized return 36 months  19.20 %
Annualized return 48 months  16.33 %
Annualized return 60 months  16.56 %
Return 120 months  9.21 %
Annualized return since Inception  8.97%
Return YTD  6.41%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $2,000,000
Maximum Managment Charge  0.80 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  BlackRock Funds
Contact Address 3  P.O. Box 9819
Contact city  Providence
Contact country  United States
Fund Admin Group  BlackRock
Web Address  www.blackrock.com
Email contact  funds@blackrock.com
Custodian  Bank of New York Mellon Corp
Phone  800-441-7762

Price

Last Price Date  2014-11-20
Pre-tax nav  18.06
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.10
Price change (percentage)  0.56 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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