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BlackRock Advantage Small Cap Gr R BSGRX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.43  /  1.16 %
  • Total Assets 493.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100
  • Status Closed
  • TTM Yield 0.21%
  • Turnover 102%

Morningstar’s Analysis BSGRX

Will BSGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strict adherence to the benchmark limits this strategy’s appeal.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

BlackRock Advantage Small Cap Growth’s well-stocked research team and respectable but unexceptional quantitative approach earn the strategy a Morningstar Analyst Rating of Bronze across all share classes.

Rated on Published on

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Portfolio Holdings BSGRX

  • Current Portfolio Date
  • Equity Holdings 623
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.25
6,635,183
Industrials
1.19
6,312,280
Industrials
1.13
6,020,401
Technology
1.11
5,923,167
Technology
1.11
5,910,726
Technology

BlackRock Liquidity T-Fund Instl

1.10
5,828,838
Cash and Equivalents
1.02
5,433,578
Industrials
0.99
5,272,099
Industrials
0.96
5,093,506
Technology
0.92
4,885,098
Healthcare