Morningstar

BlackRock Advantage Small Cap Core Fund Investor A Shares BDSAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 22.65  /  +1.03 %
  • Total Assets 5.5B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 92%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:45 AM GMT+0

Morningstar’s Analysis BDSAX

Will BDSAX outperform in the 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 BDSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDSAX 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 BDSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Advantage Small Cap Core Inv A holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings BDSAX

More BDSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

0.97 54M
Cash and Equivalents

Avnet Inc

0.76 42M
Technology

Old National Bancorp

0.65 36M
Financial Services

EnerSys

0.63 35M
Industrials

ExlService Holdings Inc

0.61 33M
Technology

Patterson-UTI Energy Inc

0.59 32M
Energy

UMB Financial Corp

0.58 32M
Financial Services

Ducommun Inc

0.55 30M
Industrials

Installed Building Products Inc

0.48 27M
Consumer Cyclical

PBF Energy Inc Class A

0.45 25M
Energy

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