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BlackRock Small Cap Growth II Inv A (MDSWX)

12.95 Down 0.10(0.77%) Sep 12

Profile as of Aug 30, 2014Get Profile for:
BlackRock Small Cap Growth II Inv A
Blackrock Series, Inc.100 Bellevue ParkwayPrinceton, NJ 08543-9011
Phone: 800-441-7762
Fund Overview 
Category:Small Growth
Fund Family:BlackRock
Net Assets:231.68M
Year-to-Date Return:0.37%
Morningstar Rating:3 stars
Fund Inception Date:Oct 28, 1999
Morningstar Style Box 
Small Growth
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Travis Cooke
Lead Manager since May 1, 2013
Travis Cooke, CFA, Managing Director, is head of the US portfolio management group within BlackRock's Scientific Active Equity team. He is responsible for the management of the US long-only, partial long-short, and long-short equity strategies within SAE. Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a portfolio manager for various developed market strategies within the Alpha Strategies Group. Mr. Cooke earned a BSc degree in business economics from the University of California at Santa Barbara in 1998, and an MSc in finance from London Business School in 2008. Additionally, Mr. Cooke has been a CFA chartholder since 2001.
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
MDSWX can be purchased from 116 brokerages.

Fund Summary 
The investment seeks long-term capital growth. The fund, under normal circumstances, invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States. The fund manager generally defines these companies as those with market capitalizations, at the time of the fund's investment, comparable in size to the companies in the Russell 2000® Index.

Fund Operations 
Last Dividend (Dec 12, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 10, 2014) : 152.00%
Average for Category:54.83%
Fees & Expenses 
ExpenseMDSWXCategory Avg
Annual Report Expense Ratio (net):1.62%1.37%
Prospectus Net Expense Ratio:1.48%N/A
Prospectus Gross Expense Ratio:1.64%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.25%5.46%
Max Deferred Sales Load: N/A2.23%
3 Yr Expense Projection*:1,000597
5 Yr Expense Projection*:1,356966
10 Yr Expense Projection*:2,3541,980
* Per $10,000 invested