Transcription of Mid-Cap Growth Equity Fund
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Mid-Cap Growth Equity Fund
Mid-Cap Growth Equity fund BMGAX. As of 09/30/2021 | Class K: BMGKX | Class R: BMRRX | Institutional: CMGIX | Investor A: BMGAX | Investor C: BMGCX | Service: CMGSX. A high conviction, Mid-Cap Growth strategy Combines diversified sources of Growth Seeks to outperform in all markets Morningstar has awarded the fund a Bronze medal (Effective 06/09/2021). Rated against 549 Mid-Cap Growth Funds, as of 09/30/2021. based on risk adjusted total return. Overall Ratings are determined monthly and subject to change. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.. ANNUALIZED PERFORMANCE KEY FACTS. With Sales Charge 1 Year 3 Year 5 Year 10 Year Size of fund (Millions) $17, Investor A fund Launch Date 12/27/1996. Without Sales Charge 1 Year 3 Year 5 Year 10 Year Share Class Launch Date 12/27/1996. Investor A Morningstar Category Mid-Cap Growth Benchmark Number of Holdings 66.
The fund was rated against the following numbers of U.S.-domiciled Mid-Cap Growth funds over the following time periods: 538 in the last 3 years, 491 in the last 5 years and 380 in the last 10 years. With respect to these Mid-Cap Growth funds, the fund received a Morningstar Rating of 4, 5 and 5 stars for the 3-, 5- and 10-year periods ...
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