BMGAX – BlackRock Mid-Cap Growth Equity Inv A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in growth equity securities issued by U.S. mid‑capitalization companies and derivatives that provide investment exposure to such securities or to one or more market risk factors associated with such securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CMGSX	BlackRock Mid-Cap Growth Equity Portfolio Service Shares	No Load	Open			Dec 27, 1996	$15.74M	1.050%	Above Average	$5,000	−$5.09M
CMGIX	BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares	Institutional	Open			Dec 27, 1996	$1.79B	0.800%	Average	$2M	−$1.19B
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares	Front Load	Open			Dec 27, 1996	$1.15B	1.050%	Below Average	$1,000	−$99.81M
BMGCX	BlackRock Mid-Cap Growth Equity Portfolio Investor C Shares	Level Load	Open			Dec 27, 1996	$75.04M	1.800%	Below Average	$1,000	−$37.45M
BMGKX	BlackRock Mid-Cap Growth Equity Portfolio Class K	Retirement, Large	Open			Mar 28, 2016	$1.38B	0.710%	Below Average	$5M	−$795.72M
BMRRX	BlackRock Mid-Cap Growth Equity Portfolio Class R	Retirement, Medium	Open			Oct 2, 2006	$47.89M	1.300%	Average	$100	$1.68M

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