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BlackRock US Opportunities Inv C (BMECX)

35.81 Up 0.09(0.25%) Sep 18

Profile as of Aug 30, 2014Get Profile for:
BlackRock US Opportunities Inv C
Phone: 800-441-7762
Fund Overview 
Category:Mid-Cap Growth
Fund Family:BlackRock
Net Assets:1.62B
Year-to-Date Return:8.98%
Morningstar Rating:3 stars
Fund Inception Date:May 1, 1998
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
Management Information 
Thomas Callan
Lead Manager since Nov 30, 2002
Thomas P. Callan, CFA, Managing Director and senior portfolio manager, is head of BlackRock's Global Opportunities equity team. He oversees the team's investment process, leads the team's Investment Strategy Group, and provides portfolio and risk management oversight for all of the team's products. In addition, Mr. Callan is a member of BlackRock's Leadership Committee. Mr. Callan's service with the firm dates back to 1988, including his years with PNC Asset Management Group, which was integrated with BlackRock in 1998. He started as a health care analyst for PNC's mutual fund group and later served as an international equity analyst. Mr. Callan began his investment career at PNC Bank as a personal trust portfolio manager in 1988. Mr. Callan earned a BA degree in economics, with honors, from Boston College in 1981.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:50
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
BMECX can be purchased from 62 brokerages.

Fund Summary 
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. emerging capitalization companies with relatively attractive earnings growth potential and valuation. The advisor generally defines emerging capitalization companies as those with market capitalizations comparable in size to those within the universe of the Russell Midcap® Index stocks. It primarily invests in common stock but can also invest in preferred stock and convertible securities. From time to time the fund may invest in shares of companies through initial public offerings ("IPOs").

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 12, 2013) : 0.00
Annual Holdings Turnover (Sep 16, 2014) : 82.00%
Average for Category:53.69%
Fees & Expenses 
ExpenseBMECXCategory Avg
Annual Report Expense Ratio (net):2.22%1.32%
Prospectus Net Expense Ratio:2.07%N/A
Prospectus Gross Expense Ratio:2.38%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.39%
Max Deferred Sales Load: 1.00%2.26%
3 Yr Expense Projection*:713560
5 Yr Expense Projection*:1,242882
10 Yr Expense Projection*:2,6931,803
* Per $10,000 invested