BlackRock Unconstrained Equity Inv A MDEGX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.03  /  −0.78 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Oct 07, 2024 | 1-Day Return as of Oct 07, 2024, 10:49 PM GMT+0

Morningstar’s Analysis MDEGX

Will MDEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

We reaffirm our positive view.

Analyst Daniel Haydon

Daniel Haydon

Analyst

Summary

BlackRock Unconstrained Equity benefits from two exceptionally skilled managers, who follow a well-structured process that seeks to benefit from the long-term compounding of free cash flows. The process makes full use of an established internal network of investors at BlackRock and the ample other resources available in-house. We have high conviction in the team and process but bear in mind that the still-limited track record as a stand-alone product. It earns a High People Pillar rating and an Above Average Process rating.

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Portfolio Holdings MDEGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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