BlackRock Mid-Cap Growth Equity Portfolio

BlackRock Funds · 5 share classes

Actively managed U.S. equity fund
One fund, 5 share classes:CMGIXCMGSXBMGAXBMGCXBMRRX
$5.61B NAV
59 positions · as of 2026-05-29 · filed 2026-07-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

BlackRock Mid-Cap Growth Equity Portfolio is an actively managed U.S. equity fund. 64% of CMGIX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

The investment objective of BlackRock Mid-Cap Growth Equity Portfolio ( Mid-Cap Growth Equity or the Fund), a series of BlackRock Funds SM (the Trust ), is long-term capital appreciation.

Strategy · summarised

The fund invests at least 80% of its net assets in common and preferred stock of U.S. mid-capitalization companies—those with market capitalizations in the range of the Russell Midcap Growth Index—that are also included in at least one major growth index as determined by BlackRock. The fund may also use derivatives, primarily to hedge risk, and may invest in convertible securities and IPOs. Because the fund's selection depends on inclusion in growth indices as BlackRock determines them, holdings may diverge from any single benchmark.

Expenses
0.71% 1.80%across 6 share classes
Share classGrossNet
CMGIX0.83%0.80%
CMGSX1.14%1.05%
BMGAX1.11%1.05%
BMGCX1.81%1.80%
BMRRX1.42%1.30%
C0001660160.71%0.71%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 87.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.79%
of net assets
Stocks100.16%
Cash & short-term2.63%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials28.6%
Information Technology22.6%
Consumer Discretionary12.5%
Health Care8.2%
7 smaller28.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
64%of stock holdings in top-quartile growers
covering 86% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 16 new11 exited

Largest new: MNST, LIBERTY MEDIA CORP, BKR, MKSI, ONTO, CELH, IBKR, ALNY

Largest exited: COR, DXCM, PLNT, WING, RGEN, RBLX, Norwegian Cruise Line Holdings Ltd, ZS

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+16.67%+39.10%+0.29%18.54%-18.70%
+16.40%+38.12%-0.92%18.51%-18.78%
+16.39%+38.13%-0.93%18.53%-18.78%
+15.53%+35.04%-4.56%18.53%-18.96%
+16.15%+37.07%-2.21%18.56%-18.86%
+16.77%+39.49%+0.77%18.55%-18.69%

These classes hold the same portfolio, so the 5.32pp spread over 5 years is the cost difference between them — roughly 1.06pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
HOWMET AEROSPACE INCHWM4.70%$263.78M
SNOWFLAKE INCSNOW4.38%$246.10M
AXON ENTERPRISE INCAXON4.32%$242.72M
VERTIV HOLDINGS COMPANYVRT3.86%$216.52M
MONOLITHIC POWER SYSTEMS INCMPWR3.81%$214.06M
HEICO CORPHEI3.67%$205.93M
QUANTA SERVICES INCPWR3.63%$203.59M
ROYAL CARIBBEAN CRUISES LTD3.60%$201.82M
DATADOG INCDDOG3.03%$170.06M
AFFIRM HOLDINGS INCAFRM3.03%$169.98M
Showing 10 of 59Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-29 — not a live quote, and not what the fund paid.

Top 10 positions are 38.03% of net assets, top 25 72.25%, across 59 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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