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BlackRock Global SmallCap Inv A (MDGCX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Global SmallCap Inv A (MDGCX) Fund

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

 

Graph of BlackRock Global SmallCap Inv A Fund (MDGCX) ManagerFund Manager - John D. Coyle

Fund Manager Information

Fund Manager Tenure: 14.9 years
Fund Family: BlackRock
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of BlackRock Global SmallCap Inv A Fund (MDGCX) ProfileBlackRock Global SmallCap Inv A Fund (MDGCX) Profile

Fund Profile and Description

BlackRock Global SmallCap Inv A Fund seeks long-term growth of capital. BlackRock Global SmallCap Inv A Fund normally invests at least 80% of assets in equity securities of small-capitalization companies. Small cap issuers are those whose market capitalization is similar to the market capitalization of companies in MSCI World Small Cap Index. BlackRock Global SmallCap Inv A Fund typically invests substantial amount (approximately 40% or more) of total assets in foreign securities.

 

BlackRock Global SmallCap Inv A (MDGCX) Fund Strength What we like about BlackRock Global SmallCap Inv A (MDGCX) Fund

Data for BlackRock Global SmallCap Inv A Fund (MDGCX) as of May 30, 2016

  • BlackRock Global SmallCap Inv A Fund (MDGCX) management has been with BlackRock Global SmallCap Inv A Fund for 14.9 years
  • BlackRock Global SmallCap Inv A Fund (MDGCX) ratio of up-years vs down years is greater than 2

BlackRock Global SmallCap Inv A Fund (MDGCX) Weakness What we are cautious about BlackRock Global SmallCap Inv A (MDGCX) Fund

Data for BlackRock Global SmallCap Inv A Fund (MDGCX) as of May 30, 2016

  • BlackRock Global SmallCap Inv A Fund (MDGCX) has a less-than-ideal short-term performance (1-year return -11.74% vs -5.49% World Stock category median performance)
  • BlackRock Global SmallCap Inv A Fund (MDGCX) has a less-than-ideal mid-term performance (3-year return 4.19% vs 5.54% World Stock category median performance)
  • BlackRock Global SmallCap Inv A Fund (MDGCX) has a less-than-ideal Long-term performance (5-year return 4.43% vs 5.54% World Stock category median performance)
  • BlackRock Global SmallCap Inv A Fund (MDGCX) has a Morningstar rating of 3 and below
  • BlackRock Global SmallCap Inv A Fund (MDGCX) is less safe compared to its World Stock peers
  • BlackRock Global SmallCap Inv A Fund (MDGCX) has an annual stock turnover rate of 73.00% that is higher than the World Stock average of 47.65%. This could mean BlackRock Global SmallCap Inv A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Global SmallCap Inv A Fund (MDGCX) does not have a good risk adjusted return as its 3-year Alpha of 4.12 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.35
  • BlackRock Global SmallCap Inv A Fund (MDGCX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.58 that is higher than category average of 12.23
  • BlackRock Global SmallCap Inv A Fund (MDGCX) has a higher expense ratio of 1.38% than its World Stock average of 1.28%
  • BlackRock Global SmallCap Inv A Fund (MDGCX) carries a 5.25% load
See BlackRock Global SmallCap Inv A Fund (MDGCX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Global SmallCap Inv A Fund (MDGCX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Global SmallCap Inv A-0.66-11.744.194.43
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare BlackRock Global SmallCap Inv A Fund (MDGCX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of BlackRock Global SmallCap Inv A Fund (MDGCX) Net Asset TrackingBlackRock Global SmallCap Inv A (MDGCX) Fund Net Asset

Track net asset change of BlackRock Global SmallCap Inv A fund (MDGCX)

DateNet Asset
05/2016$922.04M
03/2016$927.83M
02/2016$866.70M
More historic net asset information on BlackRock Global SmallCap Inv A Fund (MDGCX)

  

Graph of BlackRock Global SmallCap Inv A Fund (MDGCX) Portfolio TrackingBlackRock Global SmallCap Inv A (MDGCX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Global SmallCap Inv A fund (MDGCX)

DateCashStockBondOther
04/20160.75%99.01%0%0.25%
03/20161.5%98.36%0%0.15%
01/20163.05%96.81%0%0.14%
Click here to see more historic asset allocation information on BlackRock Global SmallCap Inv A Fund (MDGCX)

 

graph of BlackRock Global SmallCap Inv A Fund (MDGCX) Top 10 Position TrackingTop 10 Holdings in BlackRock Global SmallCap Inv A (MDGCX) Fund

Discover what BlackRock Global SmallCap Inv A Fund (MDGCX) manager is buying

Apr 29, 2016
CyrusOne Inc [1.48%]
Cable One, Inc. Common Stock [1.27%]
Tanger Factory Outlet Centers, [1.25%]
PT Bank Tabungan Negara (Persero) Tbk [1.19%]
NuVasive, Inc. [1.13%]
Torex Gold Resources Inc [1.11%]
Continental Gold Inc [1.06%]
Owens & Minor, Inc. Common Stoc [1.04%]
Insulet Corporation [1.03%]
SCHOELLER BLECKMAN O [1.03%]

Mar 30, 2016
CyrusOne Inc [1.82%]
Teleflex Incorporated Common St [1.36%]
Tanger Factory Outlet Centers, [1.35%]
Cable One, Inc. Common Stock [1.22%]
PT Bank Tabungan Negara (Persero) Tbk [1.2%]
Owens & Minor, Inc. Common Stoc [1.08%]
Insulet Corporation [1.04%]
VWR Corporation [1.01%]
Africa Oil Corp [0.99%]
NuVasive, Inc. [0.96%]

Jan 30, 2016
Teleflex Incorporated Common St [1.73%]
CyrusOne Inc [1.61%]
NuVasive, Inc. [1.61%]
Insulet Corporation [1.44%]
Owens & Minor, Inc. Common Stoc [1.29%]
Tanger Factory Outlet Centers, [1.27%]
Cable One, Inc. Common Stock [1.24%]
MITSUI CHEMICALS INC [1.09%]
PT Bank Tabungan Negara (Persero) Tbk [1.05%]
Quotient Limited [1.03%]
Click here for Stock Holding Change Map in BlackRock Global SmallCap Inv A Fund (MDGCX)

  

Latest News on BlackRock Global SmallCap Inv A (MDGCX) Fund

See what is happening with BlackRock Global SmallCap Inv A Fund (MDGCX)

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BlackRock Global SmallCap Inv A Fund (MDGCX) Related ResourcesSee more information on BlackRock Global SmallCap Inv A (MDGCX) Fund

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