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.
BlackRock Unconstrained Equity Inv A MDEGX
- NAV / 1-Day Return 14.03 / −0.78 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novo Nordisk AS Class B | 9.52 | 118.1 Mil | Healthcare |
Microsoft Corp | 9.50 | 117.8 Mil | Technology |
ASML Holding NV | 8.79 | 109.0 Mil | Technology |
Thermo Fisher Scientific Inc | 5.46 | 67.7 Mil | Healthcare |
S&P Global Inc | 5.29 | 65.7 Mil | Financial Services |
Mastercard Inc Class A | 5.18 | 64.3 Mil | Financial Services |
Cadence Design Systems Inc | 4.89 | 60.7 Mil | Technology |
Ferrari NV | 4.87 | 60.4 Mil | Consumer Cyclical |
Intuitive Surgical Inc | 4.84 | 60.0 Mil | Healthcare |
Alphabet Inc Class C | 4.69 | 58.2 Mil | Communication Services |