Morningstar

BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares BMGAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 25.55  /  +1.33 %
  • Total Assets 4.5B
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 122%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:13 PM GMT+0

Morningstar’s Analysis BMGAX

Will BMGAX outperform in the 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 BMGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMGAX 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 BMGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Off to a good start, but questions remain.

Analyst Drew Carter

Drew Carter

Analyst

Summary

BlackRock Mid-Cap Growth Equity’s team and process remain new and unproven, warranting caution despite a strong performance start. This strategy receives Average ratings for its People and Process pillars.

by Drew Carter
Rated on Published on

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Portfolio Holdings BMGAX

More BMGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

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Technology

Axon Enterprise Inc

3.90 188M
Industrials

Howmet Aerospace Inc

3.53 171M
Industrials

Natera Inc

3.46 167M
Healthcare

Robinhood Markets Inc Class A

3.24 157M
Financial Services

Cloudflare Inc

3.14 151M
Technology

Datadog Inc Class A

2.98 144M
Technology

Affirm Holdings Inc Ordinary Shares - Class A

2.84 137M
Financial Services

Royal Caribbean Group

2.79 135M
Consumer Cyclical

Heico Corp

2.68 130M
Industrials

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