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BlackRock Small Cap Growth II R (MRUSX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Small Cap Growth II R (MRUSX) Fund

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

 

Graph of BlackRock Small Cap Growth II R Fund (MRUSX) 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: D (Score: 0.46)     (What does this score mean?)

 

Graph of BlackRock Small Cap Growth II R Fund (MRUSX) ProfileBlackRock Small Cap Growth II R Fund (MRUSX) Profile

Fund Profile and Description

BlackRock Small Cap Growth II R Fund seeks long-term capital growth. BlackRock Small Cap Growth II R 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 R Fund also may invest in securities that the management believes are undervalued.

 

BlackRock Small Cap Growth II R (MRUSX) Fund Strength What we like about BlackRock Small Cap Growth II R (MRUSX) Fund

Data for BlackRock Small Cap Growth II R Fund (MRUSX) as of May 30, 2016

  • BlackRock Small Cap Growth II R Fund (MRUSX) management has been with BlackRock Small Cap Growth II R Fund for 6.7 years
  • BlackRock Small Cap Growth II R Fund (MRUSX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock Small Cap Growth II R Fund (MRUSX) 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 R Fund (MRUSX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.25, lower than category average of 15.82

BlackRock Small Cap Growth II R Fund (MRUSX) Weakness What we are cautious about BlackRock Small Cap Growth II R (MRUSX) Fund

Data for BlackRock Small Cap Growth II R Fund (MRUSX) as of May 30, 2016

  • BlackRock Small Cap Growth II R Fund (MRUSX) has a less-than-ideal short-term performance (1-year return -12.13% vs -7.74% Small Growth category median performance)
  • BlackRock Small Cap Growth II R Fund (MRUSX) has a less-than-ideal mid-term performance (3-year return 6.28% vs 6.86% Small Growth category median performance)
  • BlackRock Small Cap Growth II R Fund (MRUSX) has a less-than-ideal Long-term performance (5-year return 5.96% vs 7.01% Small Growth category median performance)
  • BlackRock Small Cap Growth II R Fund (MRUSX) has a Morningstar rating of 3 and below
  • BlackRock Small Cap Growth II R Fund (MRUSX) is less safe compared to its Small Growth peers
  • BlackRock Small Cap Growth II R Fund (MRUSX) 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 R is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Small Cap Growth II R Fund (MRUSX) does not have a good risk adjusted return as its 3-year Alpha of -4.94 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.47
  • BlackRock Small Cap Growth II R Fund (MRUSX) has a higher expense ratio of 1.89% than its Small Growth average of 1.31%
  • Even though BlackRock Small Cap Growth II R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock Small Cap Growth II R Fund (MRUSX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Small Cap Growth II R Fund (MRUSX)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 R-1.65-12.136.285.96
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 R Fund (MRUSX)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 R Fund (MRUSX) Net Asset TrackingBlackRock Small Cap Growth II R (MRUSX) Fund Net Asset

Track net asset change of BlackRock Small Cap Growth II R fund (MRUSX)

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 R Fund (MRUSX)

  

Graph of BlackRock Small Cap Growth II R Fund (MRUSX) Portfolio TrackingBlackRock Small Cap Growth II R (MRUSX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Small Cap Growth II R fund (MRUSX)

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 R Fund (MRUSX)

 

graph of BlackRock Small Cap Growth II R Fund (MRUSX) Top 10 Position TrackingTop 10 Holdings in BlackRock Small Cap Growth II R (MRUSX) Fund

Discover what BlackRock Small Cap Growth II R Fund (MRUSX) 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 R Fund (MRUSX)

  

Latest News on BlackRock Small Cap Growth II R (MRUSX) Fund

See what is happening with BlackRock Small Cap Growth II R Fund (MRUSX)

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BlackRock Small Cap Growth II R Fund (MRUSX) Related ResourcesSee more information on BlackRock Small Cap Growth II R (MRUSX) Fund

Popular pages on BlackRock Small Cap Growth II R (MRUSX) Fund

  

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