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Morningstar

BlackRock Advantage Small Cap Core Instl BDSIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.44  /  +1.23 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.90%
  • Turnover 93%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis BDSIX

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

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock Advantage Small Cap Core Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BDSIX

More BDSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.79 64.9 Mil
Technology

Boise Cascade Co

1.23 44.6 Mil
Basic Materials

Murphy Oil Corp

0.88 31.8 Mil
Energy

Heartland Financial USA Inc

0.84 30.6 Mil
Financial Services

MicroStrategy Inc Class A

0.81 29.3 Mil
Technology

SM Energy Co

0.80 29.0 Mil
Energy

EMCOR Group Inc

0.80 28.9 Mil
Industrials

Flowserve Corp

0.78 28.4 Mil
Industrials

UFP Industries Inc

0.78 28.3 Mil
Basic Materials

BlackRock Liquidity T-Fund Instl

0.77 28.1 Mil
Cash and Equivalents