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Mutual Fund Insights: BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

In-depth Analysis of BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

Mutual fund chart: BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

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See BlackRock Small Cap Growth Equity Instl Fund (PSGIX) performance details as of February 28, 2010

Last Trade: $21.26 on 3/19/2010, Change: -0.22 (-1.02%)

Experiment our closing price forecasting tool for BlackRock Small Cap Growth Equity Instl Fund (PSGIX) (alpha release)

Fund Manager - Andrew F. Leger

Fund Manager Tenure: 1.8 years
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Andrew F. Leger joined BlackRock in 2002 from Schroders Investment Management N.A., where Andrew F. Leger was a small/mid-cap equity analyst covering telecommunications, capital goods, transportation and utilities. Previously, Andrew F. Leger was a small cap equity analyst at Delphi Management. Get more insights on Andrew F. Leger

What we like about BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

Data for BlackRock Small Cap Growth Equity Instl Fund (PSGIX) as of February 28, 2010

BlackRock Small Cap Growth Equity Instl Fund (PSGIX) has good Long-term performance (5-year return 3.60% vs 0.80 % Small Growth category average)
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) ratio of up-years vs down years is greater than 2
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) has an annual stock turnover rate of 82.00% vs Small Growth average of 136.50%. It is good that BlackRock Small Cap Growth Equity Instl management does not trade extensively for its return.
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.8, lower than category average of 24.99
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) has a lower management fee than its Small Growth average: 0.88% vs 1.60%
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

Data for BlackRock Small Cap Growth Equity Instl Fund (PSGIX) as of February 28, 2010

BlackRock Small Cap Growth Equity Instl Fund (PSGIX) management has been with BlackRock Small Cap Growth Equity Instl Fund for only 1.8 years, it is hard to judge manager's ability based on this fund's operation record
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) has a less-than-ideal short-term performance (1-year return 58.51% vs 60.01 % Small Growth category average)
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) has a less-than-ideal mid-term performance (3-year return -3.37% vs -5.64 % Small Growth category average)
BlackRock Small Cap Growth Equity Instl Fund (PSGIX) has a Morningstar rating of 3 and below

See BlackRock Small Cap Growth Equity Instl Fund (PSGIX) performance details as of February 28, 2010

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BlackRock Small Cap Growth Equity Instl Fund (PSGIX) Net Asset

Track net asset change of BlackRock Small Cap Growth Equity Instl fund (PSGIX)

Date	Net Asset
02/2010	$1.19B
01/2010	$850.70M
11/2009	$816.05M

More historic net asset information on BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

BlackRock Small Cap Growth Equity Instl Fund (PSGIX) Portfolio Allocation

Track portfolio allocation change of BlackRock Small Cap Growth Equity Instl fund (PSGIX)

Date	Cash	Stock	Bond	Other
09/2009	2.09%	97.92%	0%	0%
06/2009	2.13%	97.86%	0%	0%
03/2009	3.85%	96.15%	0%	0%

Click here to see more historic asset allocation information on BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

Most Recent Top 10 Holdings in BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

Discover what BlackRock Small Cap Growth Equity Instl Fund (PSGIX) manager is buying

30-Sep-09

TiVo Inc. [2.98%]
SkillSoft plc [2.91%]
ExlService Holdings, Inc. [2.12%]
Blackrock Liquidity Funds Tempfund Portfolio [2.09%]
CKX, Inc. [2.05%]
SonicWALL, Inc. [2.02%]
Scientific Games Corp [1.88%]
MSCI INC [1.76%]
MEDNAX, INC [1.71%]
BE Aerospace, Inc. [1.67%]

30-Jun-09

TiVo Inc. [3.47%]
SkillSoft plc [2.86%]
CKX, Inc. [2.43%]
Blackrock Liquidity Funds Tempfund Portfolio [2.13%]
ExlService Holdings, Inc. [2.08%]
MedAssets, Inc. [1.92%]
Scientific Games Corp [1.88%]
MSCI INC [1.86%]
MEDNAX, INC [1.86%]
SonicWALL, Inc. [1.82%]

31-Mar-09

SkillSoft plc [3.3%]
TiVo Inc. [2.49%]
Sykes Enterprises, Incorporated [2.03%]
ExlService Holdings, Inc. [2%]
Forrester Research, Inc. [1.98%]
Scientific Games Corp [1.89%]
Magellan Health Services, Inc. [1.87%]
SonicWALL, Inc. [1.84%]
Neutral Tandem, Inc. [1.76%]
SRA INTERNATIONAL [1.75%]

Click here for Stock Holding Change Map in BlackRock Small Cap Growth Equity Instl Fund (PSGIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.