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BlackRock Small Cap Growth Equity Svc (PCGEX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Small Cap Growth Equity Svc (PCGEX) Fund

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

 

Graph of BlackRock Small Cap Growth Equity Svc Fund (PCGEX) 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: C (Score: 0.52)     (What does this score mean?)

 

Graph of BlackRock Small Cap Growth Equity Svc Fund (PCGEX) ProfileBlackRock Small Cap Growth Equity Svc Fund (PCGEX) Profile

Fund Profile and Description

BlackRock Small Cap Growth Equity Svc Fund seeks long-term capital appreciation. BlackRock Small Cap Growth Equity Svc Fund normally invests at least 80% of assets in equities issued by U.S. small-capitalization companies whose market capitalizations within the range of market capitalizations of companies in the Russell 2000 Growth Index. It primarily buys common stock but also can invest in preferred stock and securities convertible into common and preferred stock. BlackRock Small Cap Growth Equity Svc Fund may invest in shares of companies through initial public offerings (IPOs).

 

BlackRock Small Cap Growth Equity Svc (PCGEX) Fund Strength What we like about BlackRock Small Cap Growth Equity Svc (PCGEX) Fund

Data for BlackRock Small Cap Growth Equity Svc Fund (PCGEX) as of May 30, 2016

  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) management has been with BlackRock Small Cap Growth Equity Svc Fund for 6.7 years
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.32, lower than category average of 15.82
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has a lower expense ratio than its Small Growth average: 1.12% vs 1.31%

BlackRock Small Cap Growth Equity Svc Fund (PCGEX) Weakness What we are cautious about BlackRock Small Cap Growth Equity Svc (PCGEX) Fund

Data for BlackRock Small Cap Growth Equity Svc Fund (PCGEX) as of May 30, 2016

  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has a less-than-ideal short-term performance (1-year return -11.90% vs -7.74% Small Growth category median performance)
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has a less-than-ideal mid-term performance (3-year return 6.63% vs 6.86% Small Growth category median performance)
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has a less-than-ideal Long-term performance (5-year return 6.65% vs 7.01% Small Growth category median performance)
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has a Morningstar rating of 3 and below
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) is less safe compared to its Small Growth peers
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) has an annual stock turnover rate of 137.00% that is higher than the Small Growth average of 63.11%. This could mean BlackRock Small Cap Growth Equity Svc is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Small Cap Growth Equity Svc Fund (PCGEX) does not have a good risk adjusted return as its 3-year Alpha of -4.69 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.49
  • Even though BlackRock Small Cap Growth Equity Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See BlackRock Small Cap Growth Equity Svc Fund (PCGEX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Small Cap Growth Equity Svc Fund (PCGEX)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 Equity Svc-1.58-11.906.636.65
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 Equity Svc Fund (PCGEX)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 Equity Svc Fund (PCGEX) Net Asset TrackingBlackRock Small Cap Growth Equity Svc (PCGEX) Fund Net Asset

Track net asset change of BlackRock Small Cap Growth Equity Svc fund (PCGEX)

DateNet Asset
05/2016$740.05M
03/2016$730.36M
02/2016$691.25M
More historic net asset information on BlackRock Small Cap Growth Equity Svc Fund (PCGEX)

  

Graph of BlackRock Small Cap Growth Equity Svc Fund (PCGEX) Portfolio TrackingBlackRock Small Cap Growth Equity Svc (PCGEX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Small Cap Growth Equity Svc fund (PCGEX)

DateCashStockBondOther
04/20161.22%97.96%0%0.83%
02/20161.15%97.94%0%0.91%
01/20161.37%97.69%0%0.94%
Click here to see more historic asset allocation information on BlackRock Small Cap Growth Equity Svc Fund (PCGEX)

 

graph of BlackRock Small Cap Growth Equity Svc Fund (PCGEX) Top 10 Position TrackingTop 10 Holdings in BlackRock Small Cap Growth Equity Svc (PCGEX) Fund

Discover what BlackRock Small Cap Growth Equity Svc Fund (PCGEX) manager is buying

Apr 29, 2016
Vail Resorts, Inc. Common Stock [2%]
Manhattan Associates, Inc. [1.91%]
Prestige Brand Holdings, Inc. C [1.86%]
Tessera Technologies, Inc. [1.33%]
LogMein, Inc. [1.28%]
Masimo Corporation [1.19%]
Aspen Technology, Inc. [1.07%]
ICU Medical, Inc. [1.02%]
Burlington Stores, Inc. Common [0.99%]
The Cheesecake Factory Incorpor [0.91%]

Feb 28, 2016
Vail Resorts, Inc. Common Stock [1.98%]
Manhattan Associates, Inc. [1.81%]
Prestige Brand Holdings, Inc. C [1.76%]
Tessera Technologies, Inc. [1.43%]
Masimo Corporation [1.15%]
LogMein, Inc. [1.11%]
ICU Medical, Inc. [1.08%]
Molina Healthcare Inc Common St [1.04%]
Burlington Stores, Inc. Common [0.97%]
The Cheesecake Factory Incorpor [0.94%]

Jan 30, 2016
Jack In The Box Inc. [2.16%]
Manhattan Associates, Inc. [1.93%]
Masimo Corporation [1.58%]
Prestige Brand Holdings, Inc. C [1.52%]
LogMein, Inc. [1.41%]
Team Health Holdings, Inc. Team [1.39%]
Tessera Technologies, Inc. [1.39%]
Cracker Barrel Old Country Stor [1.24%]
Burlington Stores, Inc. Common [1.18%]
Integrated Device Technology, I [1.16%]
Click here for Stock Holding Change Map in BlackRock Small Cap Growth Equity Svc Fund (PCGEX)

  

Latest News on BlackRock Small Cap Growth Equity Svc (PCGEX) Fund

See what is happening with BlackRock Small Cap Growth Equity Svc Fund (PCGEX)

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BlackRock Small Cap Growth Equity Svc Fund (PCGEX) Related ResourcesSee more information on BlackRock Small Cap Growth Equity Svc (PCGEX) Fund

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