Fees & Purchase Info for BlackRock Mid Cap Growth Instl (CMGIX)

Fund Inception Date: Dec 27, 1996

  • Fees & Expenses

    Maximum Sales Fees
    Initial —
    Deferred —
    Redemption —
    Total Cost Projections per $10,000
    1 year $116.00
    3 year $362.00
    5 year $628.00
    Taken from prospectus dated 01/28/2009
    Maximum Fees
    Administrative —
    Management 0.80%
    Actual Fees
    12b-1 0.00%
    Management 0.80%
    Expense Ratio 1.06%
    (Taken from annual report dated 09/30/2008)

  • Purchase Information

    Minimum Investments
    Initial $2 M
    Additional —
    Initial IRA $2 M
    Additional IRA —
    Initial AIP —
    Additional AIP —
    Correspondence Information
    BlackRock
    ---
    Phone: 800-441-7762
                  —
     Web: www.blackrock.com

  • Fund Management

    Managers

    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.

    Advisors

    Blackrock Advisors, LLC.

    Subadvisors