Morningstar

BlackRock Advantage Small Cap Core Fund Investor C Shares BDSCX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $21.57  /  −0.65 %
  • Fund Size $5.4B
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.500%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 92%
NAV and 1-Day Return as of

Morningstar’s Analysis BDSCX

Will BDSCX 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 BDSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDSCX 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 BDSCX’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 C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BDSCX

More BDSCX 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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