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Morningstar

BlackRock Sustainable US Growth Eq K BSGKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.18  /  +0.30 %
  • Total Assets 5.2 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.02%
  • Turnover 17%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BSGKX

Will BSGKX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSGKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSGKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSGKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock Sustainable US Growth Eq K's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSGKX

More BSGKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.38 655,632
Technology

NVIDIA Corp

11.04 540,877
Technology

Amazon.com Inc

9.19 450,275
Consumer Cyclical

Apple Inc

6.88 337,424
Technology

Alphabet Inc Class A

6.37 312,212
Communication Services

Visa Inc Class A

4.94 242,286
Financial Services

ASML Holding NV ADR

3.97 194,561
Technology

Intuit Inc

3.75 183,932
Technology

S&P Global Inc

3.61 177,144
Financial Services

UnitedHealth Group Inc

3.15 154,300
Healthcare