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Morningstar

BlackRock SMID-Cap Growth Equity Instl BSMDX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.97  /  1.24 %
  • Total Assets 9.1 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 54%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis BSMDX

Will BSMDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSMDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BSMDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BSMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin BlackRock SMID-Cap Growth Equity Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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