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    BlackRock Small Cap Growth II Inv A (MDSWX)

    12.51 Up 0.08(0.64%) Aug 28

    Profile as of Jul 30, 2015Get Profile for:
    BlackRock Small Cap Growth II Inv A
    Blackrock Series, Inc.100 Bellevue ParkwayWILMINGTON DE 09809
    Phone: 800-441-7762
    Fund Overview 
    Category:Small Growth
    Fund Family:BlackRock
    Net Assets:219.17M
    Year-to-Date Return:8.90%
    Morningstar Rating:2 stars
    Fund Inception Date:Oct 28, 1999
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Travis Cooke
    Lead Manager since May 1, 2013
    Travis Cooke, Managing Director of BlackRock, Inc. since 2012; Director of BlackRock, Inc. from 2009 to 2011, Principal of Barclays Global Investors from 2002 to 2009. 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:100
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    MDSWX can be purchased from 123 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 11, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Aug 26, 2015) : 140.00%
    Average for Category:59.56%
    Fees & Expenses 
    ExpenseMDSWXCategory Avg
    Annual Report Expense Ratio (net):1.52%1.33%
    Prospectus Net Expense Ratio:1.62%N/A
    Prospectus Gross Expense Ratio:1.78%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.25%5.33%
    Max Deferred Sales Load: N/A2.04%
    3 Yr Expense Projection*:1,041560
    5 Yr Expense Projection*:1,425912
    10 Yr Expense Projection*:2,4971,889
    * Per $10,000 invested