Fund Research for BlackRock Mid Cap Growth Instl (CMGIX)

  • Fund Overview

    Fund Inception Date: Dec 27, 1996
    Category: Mid-Cap Growth
    Overall Risk: Above Average
    Fund Family: BlackRock
    Return Since Inception: 6.15%
    YTD Return: 37.69%
    Yield (TTM): 0.00%
    Net Assets: 24.79 M
    Morningstar Rating:
    3 of 5

    The investment seeks long-term capital appreciation. The fund invests 80% of assets in equity securities issued by U.S. mid-capitalization growth companies. It primarily buys common stock but also can invest in preferred stock and securities convertible into common and preferred stock. The fund may buy or sell options or futures on a security or an index of securities.

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player
    Size
    Average Market Cap $3,827 M
    Market Capitalization Portfolio
    Giant 0.00%
    Large 23.30%
    Medium 60.29%
    Small 16.37%
    Micro 0.04%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/04/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/1998 to 10/31/2009
    Mouseover the chart to see values for each month.

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player

    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 37.69% 24.63% -2.56% 2.15% -0.42% 6.15%
    +/- Category 10.03% 10.18% 2.07% 0.70% -2.07% —
    +/- S&P 500 TR 19.60% 13.57% 3.89% 1.87% -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 35.37% 26.91% -3.41% 2.32% -0.42% 6.15%
    Quarter (as of 09/30/2009) 39.73% -0.58% -1.39% 3.48% 1.42% 6.45%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/04/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/04/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 12/27/1996
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 24.64%
    Service 40.72%
    Manufacturing 32.04%

    Asset Allocation

    Short Long Net Assets
    Cash — 2.60% 2.60%
    Stocks — 97.39% 97.39%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 5.13% 5.13%
    Data as of 06/30/2009 Data as of 06/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    + Blackrock Liquidity Funds Tempfund Portfolio — — — 2.60%
    = BROADCOM CORP (BRCM) Hardware — 69.56% 2.46%
    - MEDNAX INC (MD) Healthcare 15.63 70.91% 2.45%
    = CELANESE CORP DEL (CE) Industrial Materials 13.21 96.54% 2.41%
    = AMDOCS LTD (DOX) Software 12.54 46.25% 2.34%
    = SCIENTIFIC GAMES CORP (SGMS) Consumer Services — -13.85% 2.30%
    + GENPACT LIMITED (G) Business Services 24.12 46.96% 2.19%
    + LULULEMON ATHLETICA INC (LULU) Consumer Goods 52.46 169.36% 2.16%
    = BE AEROSPACE INC (BEAV) Industrial Materials — 144.08% 2.16%
    - PMC-SIERRA INC (PMCS) Hardware 15.79 88.89% 2.10%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/09/2009
    All other data as of 06/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred —
    Taken from prospectus dated 01/28/2009
    Expense Ratio (based on net assets) 1.06%
    Taken from annual report dated 09/30/2008

  • Fund Management

    Eileen Leary
    Start Date: 01/01/2005
    Eileen Leary, managing director and portfolio manager, is head of BlackRock's small and mid cap growth equity team. She is the lead manager for mid cap growth strategy.Prior to joining BlackRock in 2005, she was a mid cap growth portfolio manager at State Street Research & Management. Ms. Leary joined SSRM in 1989 and held a variety of different positions, including portfolio manager, equity analyst and financial control manager. She began her career as an accountant with Price Waterhouse.
    Andrew Leger
    Start Date: 01/31/2008
    Mr Leager, director and portfolio manager, is a member of BlackRock's small and mid cap growth equity team. He is the lead portfolio manager for the small cap growth strategy. In addition, he is co-lead manager for small/mid cap growth portfolios and is responsible for the coverage of the business services sector.Prior to joining BlackRock in 2002, he was an equity analyst on the small and mid cap growth team at MFS Investment Management.