- What does BMGAX invest in?
- The BlackRock Mid-Cap Growth Equity Portfolio typically dedicates a substantial portion of its capital, specifically a minimum of 80% of its net assets, to equity securities. These are shares of U.S. companies with medium market capitalizations, which the portfolio's management identifies as having robust, above-average potential for earnings growth. The fund's advisor generally benchmarks these mid-cap companies, at the time of investment, against those found within the Russell Midcap® Growth Index for market capitalization comparability. While its primary focus is on common stock, the portfolio also maintains the flexibility to invest in preferred stock, convertible securities, and various other equity-related instruments.
- What is the expense ratio of BMGAX?
- BlackRock Mid-Cap Growth Equity Portfolio (BMGAX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BMGAX?
- BlackRock Mid-Cap Growth Equity Portfolio (BMGAX) manages $4.80B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BMGAX actively managed or an index fund?
- BMGAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BMGAX launched?
- BlackRock Mid-Cap Growth Equity Portfolio (BMGAX) launched in December 1996 and is managed by BlackRock / iShares.
- How has BMGAX performed?
- BMGAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
