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BlackRock Small Cap Growth II Inv C (MCSWX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Small Cap Growth II Inv C (MCSWX) Fund

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

 

Graph of BlackRock Small Cap Growth II Inv C Fund (MCSWX) ManagerFund Manager - Travis Cooke

Fund Manager Information

Fund Manager Tenure: 6.7 years
Fund Family: BlackRock
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

 

Graph of BlackRock Small Cap Growth II Inv C Fund (MCSWX) ProfileBlackRock Small Cap Growth II Inv C Fund (MCSWX) Profile

Fund Profile and Description

BlackRock Small Cap Growth II Inv C Fund seeks long-term capital growth. BlackRock Small Cap Growth II Inv C Fund normally invests at least 80% of assets in equity securities of small cap companies and invests at least 80% of assets in securities or instruments of issuers located in the United States. It emphasizes those securities that the management believes have above average prospects for earnings growth. BlackRock Small Cap Growth II Inv C Fund also may invest in securities that the management believes are undervalued.

 

BlackRock Small Cap Growth II Inv C (MCSWX) Fund Strength What we like about BlackRock Small Cap Growth II Inv C (MCSWX) Fund

Data for BlackRock Small Cap Growth II Inv C Fund (MCSWX) as of May 30, 2016

  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) management has been with BlackRock Small Cap Growth II Inv C Fund for 6.7 years
  • Asset base in BlackRock Small Cap Growth II Inv C Fund (MCSWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.29, lower than category average of 15.82

BlackRock Small Cap Growth II Inv C Fund (MCSWX) Weakness What we are cautious about BlackRock Small Cap Growth II Inv C (MCSWX) Fund

Data for BlackRock Small Cap Growth II Inv C Fund (MCSWX) as of May 30, 2016

  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) has a less-than-ideal short-term performance (1-year return -12.66% vs -7.74% Small Growth category median performance)
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) has a less-than-ideal mid-term performance (3-year return 5.63% vs 6.86% Small Growth category median performance)
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) has a less-than-ideal Long-term performance (5-year return 5.32% vs 7.01% Small Growth category median performance)
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) ratio of up-years vs down years can be improved
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) has a Morningstar rating of 3 and below
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) is less safe compared to its Small Growth peers
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) has an annual stock turnover rate of 140.00% that is higher than the Small Growth average of 63.11%. This could mean BlackRock Small Cap Growth II Inv C is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) does not have a good risk adjusted return as its 3-year Alpha of -5.58 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.43
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) has a higher expense ratio of 2.45% than its Small Growth average of 1.31%
  • BlackRock Small Cap Growth II Inv C Fund (MCSWX) carries a 1% load
See BlackRock Small Cap Growth II Inv C Fund (MCSWX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Small Cap Growth II Inv C Fund (MCSWX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Small Cap Growth II Inv C-1.98-12.665.635.32
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare BlackRock Small Cap Growth II Inv C Fund (MCSWX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of BlackRock Small Cap Growth II Inv C Fund (MCSWX) Net Asset TrackingBlackRock Small Cap Growth II Inv C (MCSWX) Fund Net Asset

Track net asset change of BlackRock Small Cap Growth II Inv C fund (MCSWX)

DateNet Asset
05/2016$169.19M
03/2016$167.43M
02/2016$158.14M
More historic net asset information on BlackRock Small Cap Growth II Inv C Fund (MCSWX)

  

Graph of BlackRock Small Cap Growth II Inv C Fund (MCSWX) Portfolio TrackingBlackRock Small Cap Growth II Inv C (MCSWX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Small Cap Growth II Inv C fund (MCSWX)

DateCashStockBondOther
02/20161.06%97.9%0%1.05%
11/20151.05%98.02%0%0.93%
08/20151.63%97.54%0%0.82%
Click here to see more historic asset allocation information on BlackRock Small Cap Growth II Inv C Fund (MCSWX)

 

graph of BlackRock Small Cap Growth II Inv C Fund (MCSWX) Top 10 Position TrackingTop 10 Holdings in BlackRock Small Cap Growth II Inv C (MCSWX) Fund

Discover what BlackRock Small Cap Growth II Inv C Fund (MCSWX) manager is buying

Feb 28, 2016
BlackRock Master Small Cap Growth Port [100.13%]

Nov 29, 2015
BlackRock Master Small Cap Growth Port [100.13%]

Aug 30, 2015
BlackRock Master Small Cap Growth Port [100.14%]
Click here for Stock Holding Change Map in BlackRock Small Cap Growth II Inv C Fund (MCSWX)

  

Latest News on BlackRock Small Cap Growth II Inv C (MCSWX) Fund

See what is happening with BlackRock Small Cap Growth II Inv C Fund (MCSWX)

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BlackRock Small Cap Growth II Inv C Fund (MCSWX) Related ResourcesSee more information on BlackRock Small Cap Growth II Inv C (MCSWX) Fund

Popular pages on BlackRock Small Cap Growth II Inv C (MCSWX) Fund

  

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