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BlackRock Mid-Cap Growth Equity Inv C (BMGCX)

24.52 +0.09 (+0.37%)
At close: 6:46 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The fund adviser generally defines these companies, at the time of the fund's investment, as those with market capitalizations comparable in size to the companies in the Russell Midcap® Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 47.70%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 6

Performance & Risk

YTD Return 1.12%
5y Average Return 6.87%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
BMGCXCategory AverageBMGCXCategory AverageBMGCXCategory Average
Alpha -13.22 0.01 -6.03 0.01 -2.47 -0.02
BETA 1.29 0.01 1.14 0.01 1.13 0.01
Mean Annual Return 0.17 0.02 0.97 0.02 1.04 0.01
R-squared 84.14 0.82 77.91 0.79 75.84 0.8
Standard Deviation 24.79 0.23 23.79 0.19 19.6 0.17
Sharpe Ratio -0.04 0.01 0.4 0.01 0.56 0.01
Treynor Ratio -3.08 0.18 6.22 0.17 8.48 0.12

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