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BlackRock US Opportunities Instl (BMCIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock US Opportunities Instl (BMCIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock US Opportunities Instl Fund (BMCIX) ManagerFund Manager - Thomas Callan

Fund Manager Information

Fund Manager Tenure: 16.9 years
Similar Funds: BMCSX 
Fund Family: BlackRock
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Callan, CFA, managing director and senior portfolio manager, is head of BlackRock's Global Opportunities equity team. He is architect of the team's investment process, leads the team's Investment Strategy Group, and provides portfolio and risk management oversight for all of the team's products. Prior to joining BlackRock in 1996, Callan was with the PNC Asset Mgmt Group, which he joined in 1992. Callan earned a BA degree in economics, with honors, from Boston College in 1981.  Get more insights on Thomas Callan

 

Graph of BlackRock US Opportunities Instl Fund (BMCIX) ProfileBlackRock US Opportunities Instl Fund (BMCIX) Profile

Fund Profile and Description

BlackRock US Opportunities Instl Fund seeks long-term capital appreciation. BlackRock US Opportunities Instl Fund normally invests at least 80% of net assets in equity securities issued by U.S. emerging capitalization companies with relatively attractive earnings growth potential and valuation. It primarily buys common stock but can also invest in preferred stock and securities convertible into common and preferred stock. BlackRock US Opportunities Instl Fund may invest in shares of companies through initial public offerings (IPOs) and in derivative instruments.

 

BlackRock US Opportunities Instl (BMCIX) Fund Strength What we like about BlackRock US Opportunities Instl (BMCIX) Fund

Data for BlackRock US Opportunities Instl Fund (BMCIX) as of May 30, 2016

  • BlackRock US Opportunities Instl Fund (BMCIX) management has been with BlackRock US Opportunities Instl Fund for 16.9 years
  • BlackRock US Opportunities Instl Fund (BMCIX) has good mid-term performance (3-year return 9.90% vs 8.38% Mid-Cap Growth category median performance)
  • BlackRock US Opportunities Instl Fund (BMCIX) has good Long-term performance (5-year return 7.77% vs 7.70% Mid-Cap Growth category median performance)
  • BlackRock US Opportunities Instl Fund (BMCIX) has a Morningstar rating of 4 and above
  • BlackRock US Opportunities Instl Fund (BMCIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.22, lower than category average of 13.49
  • BlackRock US Opportunities Instl Fund (BMCIX) has a lower expense ratio than its Mid-Cap Growth average: 0.91% vs 1.28%
  • BlackRock US Opportunities Instl Fund (BMCIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock US Opportunities Instl Fund (BMCIX) Weakness What we are cautious about BlackRock US Opportunities Instl (BMCIX) Fund

Data for BlackRock US Opportunities Instl Fund (BMCIX) as of May 30, 2016

  • BlackRock US Opportunities Instl Fund (BMCIX) has a less-than-ideal short-term performance (1-year return -8.15% vs -5.73% Mid-Cap Growth category median performance)
  • BlackRock US Opportunities Instl Fund (BMCIX) ratio of up-years vs down years can be improved
  • BlackRock US Opportunities Instl Fund (BMCIX) has an annual stock turnover rate of 64.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean BlackRock US Opportunities Instl is more nimble, but also signal potential high tax impact and high trading fees
See BlackRock US Opportunities Instl Fund (BMCIX) performance details as of May 30, 2016

 

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Compare BlackRock US Opportunities Instl Fund (BMCIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock US Opportunities Instl0.11-8.159.907.77
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare BlackRock US Opportunities Instl Fund (BMCIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of BlackRock US Opportunities Instl Fund (BMCIX) Net Asset TrackingBlackRock US Opportunities Instl (BMCIX) Fund Net Asset

Track net asset change of BlackRock US Opportunities Instl fund (BMCIX)

DateNet Asset
05/2016$1.30B
03/2016$1.30B
02/2016$1.23B
More historic net asset information on BlackRock US Opportunities Instl Fund (BMCIX)

  

Graph of BlackRock US Opportunities Instl Fund (BMCIX) Portfolio TrackingBlackRock US Opportunities Instl (BMCIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock US Opportunities Instl fund (BMCIX)

DateCashStockBondOther
04/20163.97%94.59%0%1.44%
02/201610.45%88.1%0%1.45%
01/20168.19%90.5%0%1.31%
Click here to see more historic asset allocation information on BlackRock US Opportunities Instl Fund (BMCIX)

 

graph of BlackRock US Opportunities Instl Fund (BMCIX) Top 10 Position TrackingTop 10 Holdings in BlackRock US Opportunities Instl (BMCIX) Fund

Discover what BlackRock US Opportunities Instl Fund (BMCIX) manager is buying

Apr 29, 2016
Hartford Financial Services Gro [2.03%]
Concho Resources Inc. Common St [1.64%]
Euronet Worldwide, Inc. [1.59%]
Xcel Energy Inc. Common Stock [1.54%]
Broadcom Limited [1.43%]
Ventas, Inc. Common Stock [1.38%]
Public Service Enterprise Group [1.38%]
Pioneer Natural Resources Compa [1.37%]
NXP Semiconductors N.V. [1.28%]
Boston Properties, Inc. Common [1.27%]

Feb 28, 2016
Hartford Financial Services Gro [1.76%]
Xcel Energy Inc. Common Stock [1.6%]
Euronet Worldwide, Inc. [1.52%]
Broadcom Limited [1.5%]
Jarden Corporation Common Stock [1.48%]
FirstEnergy Corporation Common [1.42%]
Concho Resources Inc. Common St [1.42%]
Public Service Enterprise Group [1.41%]
Ventas, Inc. Common Stock [1.39%]
Roper Technologies, Inc. Common [1.3%]

Jan 30, 2016
Xcel Energy Inc. Common Stock [1.71%]
Euronet Worldwide, Inc. [1.61%]
Hartford Financial Services Gro [1.51%]
Crown Holdings, Inc. [1.49%]
Equifax, Inc. Common Stock [1.35%]
Concho Resources Inc. Common St [1.31%]
Jarden Corporation Common Stock [1.31%]
Broadcom Limited [1.3%]
Project Ride Pfd Prvt [1.3%]
Brixmor Property Group Inc. Com [1.3%]
Click here for Stock Holding Change Map in BlackRock US Opportunities Instl Fund (BMCIX)

  

Latest News on BlackRock US Opportunities Instl (BMCIX) Fund

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