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BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund

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

 

Graph of BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) ManagerFund Manager - Phil G. Ruvinsky

Fund Manager Information

Fund Manager Tenure: 6.2 years
Similar Funds: CMGIX 
Fund Family: BlackRock
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) ProfileBlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) Profile

Fund Profile and Description

BlackRock Mid-Cap Growth Equity Svc Fund seeks long-term capital appreciation. BlackRock Mid-Cap Growth Equity Svc Fund invests 80% of assets in equity securities issued by U.S. mid-capitalization growth companies. It primarily buys common stock but also can invest in preferred stock and securities convertible into common and preferred stock. BlackRock Mid-Cap Growth Equity Svc Fund may buy or sell options or futures on a security or an index of securities.

 

BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund Strength What we like about BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund

Data for BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) as of May 30, 2016

  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) management has been with BlackRock Mid-Cap Growth Equity Svc Fund for 6.2 years
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has good mid-term performance (3-year return 11.74% vs 8.38% Mid-Cap Growth category median performance)
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has good Long-term performance (5-year return 9.60% vs 7.70% Mid-Cap Growth category median performance)
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) ratio of up-years vs down years is greater than 2
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) Weakness What we are cautious about BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund

Data for BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) as of May 30, 2016

  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has a less-than-ideal short-term performance (1-year return -7.67% vs -5.73% Mid-Cap Growth category median performance)
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has an annual stock turnover rate of 95.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean BlackRock Mid-Cap Growth Equity Svc is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.29 that is higher than category average of 13.49
  • BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) has a higher expense ratio of 1.48% than its Mid-Cap Growth average of 1.28%
  • Even though BlackRock Mid-Cap Growth Equity Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX)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 Mid-Cap Growth Equity Svc-1.43-7.6711.749.60
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 Mid-Cap Growth Equity Svc Fund (CMGSX)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 Mid-Cap Growth Equity Svc Fund (CMGSX) Net Asset TrackingBlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund Net Asset

Track net asset change of BlackRock Mid-Cap Growth Equity Svc fund (CMGSX)

DateNet Asset
05/2016$541.51M
03/2016$536.25M
02/2016$493.08M
More historic net asset information on BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX)

  

Graph of BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) Portfolio TrackingBlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Mid-Cap Growth Equity Svc fund (CMGSX)

DateCashStockBondOther
04/20160.03%96.17%0%3.8%
02/20162.25%93.56%0%4.2%
01/20163.72%92.08%0%4.2%
Click here to see more historic asset allocation information on BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX)

 

graph of BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) Top 10 Position TrackingTop 10 Holdings in BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund

Discover what BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) manager is buying

Apr 29, 2016
Constellation Brands, Inc. Comm [3.95%]
Global Payments Inc. Common Sto [3.76%]
SBA Communications Corporation [3.42%]
Liberty Interactive Corporation [3.18%]
FleetCor Technologies, Inc. Com [3.15%]
Activision Blizzard, Inc [3.11%]
Intuitive Surgical, Inc. [2.96%]
Transdigm Group Incorporated Tr [2.92%]
Project Ride Pfd Prvt [2.89%]
Netflix, Inc. [2.85%]

Feb 28, 2016
Constellation Brands, Inc. Comm [3.81%]
Global Payments Inc. Common Sto [3.39%]
SBA Communications Corporation [3.32%]
Netflix, Inc. [3.23%]
Liberty Interactive Corporation [3.1%]
Activision Blizzard, Inc [3.05%]
FleetCor Technologies, Inc. Com [3.02%]
Fiserv, Inc. [2.99%]
Project Ride Pfd Prvt [2.92%]
Intuitive Surgical, Inc. [2.83%]

Jan 30, 2016
Constellation Brands, Inc. Comm [3.66%]
Fiserv, Inc. [3.41%]
SBA Communications Corporation [3.41%]
Liberty Interactive Corporation [3.2%]
Project Ride Pfd Prvt [3.18%]
Netflix, Inc. [2.99%]
Global Payments Inc. Common Sto [2.97%]
Activision Blizzard, Inc [2.86%]
Vantiv, Inc. Class A Common Sto [2.77%]
Sherwin-Williams Company (The) [2.61%]
Click here for Stock Holding Change Map in BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX)

  

Latest News on BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund

See what is happening with BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX)

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BlackRock Mid-Cap Growth Equity Svc Fund (CMGSX) Related ResourcesSee more information on BlackRock Mid-Cap Growth Equity Svc (CMGSX) Fund

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