A significant personnel revamp in 2023 left this strategy’s team light on experience, but the robust process remains intact, leaving this strategy a decent option for large-growth investors. This strategy includes the Capital Appreciation and Large Cap Focus Growth mutual funds, a separately managed account, and BlackRock Large Cap Growth ETF.
BlackRock Large Cap Growth ETF BGRO
Morningstar’s Analysis BGRO
Will BGRO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 67.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 12.98 | 777,816 | Technology |
Microsoft Corp | 10.67 | 639,449 | Technology |
Amazon.com Inc | 9.95 | 596,489 | Consumer Cyclical |
Apple Inc | 8.52 | 510,782 | Technology |
Meta Platforms Inc Class A | 6.71 | 401,800 | Communication Services |
Visa Inc Class A | 4.28 | 256,225 | Financial Services |
Broadcom Inc | 4.25 | 254,554 | Technology |
Eli Lilly and Co | 3.79 | 227,311 | Healthcare |
Alphabet Inc Class A | 3.25 | 194,543 | Communication Services |
ASML Holding NV ADR | 2.99 | 179,272 | Technology |