Morningstar

BlackRock Advantage Small Cap Core Fund Class K BDSKX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $22.39  /  +0.27 %
  • Fund Size $5.3B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.64%
  • Turnover Ratio 92%
NAV and 1-Day Return as of

Morningstar’s Analysis BDSKX

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

  • People Pillar

    The People Pillar is our evaluation of the BDSKX 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 BDSKX’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 K 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BDSKX

More BDSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

0.98 53M
Cash and Equivalents

Avnet Inc

0.88 47M
Technology

Old National Bancorp

0.80 43M
Financial Services

UMB Financial Corp

0.74 40M
Financial Services

EnerSys

0.65 35M
Industrials

Applied Industrial Technologies Inc

0.65 35M
Industrials

Patterson-UTI Energy Inc

0.61 33M
Energy

Ducommun Inc

0.60 32M
Industrials

ExlService Holdings Inc

0.56 30M
Technology

Matson Inc

0.53 28M
Industrials

Sponsor Center