Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
BlackRock Advantage Small Cap Core Inv C BDSCX
- NAV / 1-Day Return 16.76 / −0.77 %
- Total Assets 3.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.21%
- Turnover 93%
USD | NAV as of May 22, 2024 | 1-Day Return as of May 22, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BDSCX
Will BDSCX 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 9.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 1.67 | 56.1 Mil | Technology |
Boise Cascade Co | 1.00 | 33.8 Mil | Basic Materials |
Flowserve Corp | 0.97 | 32.8 Mil | Industrials |
Heartland Financial USA Inc | 0.93 | 31.2 Mil | Financial Services |
Murphy Oil Corp | 0.85 | 28.5 Mil | Energy |
SM Energy Co | 0.83 | 27.9 Mil | Energy |
Group 1 Automotive Inc | 0.80 | 26.9 Mil | Consumer Cyclical |
BlackRock Liquidity T-Fund Instl | 0.77 | 26.1 Mil | Cash and Equivalents |
Sanmina Corp | 0.74 | 24.9 Mil | Technology |
Reinsurance Group of America Inc | 0.72 | 24.4 Mil | Financial Services |