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Morningstar

BlackRock Advantage Small Cap Gr R BSGRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.74  /  −0.51 %
  • Total Assets 554.0 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 —
  • Turnover 133%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BSGRX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSGRX

More BSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.00 17.3 Mil
Technology

Boise Cascade Co

1.10 6.3 Mil
Basic Materials

BlackRock Liquidity T-Fund Instl

0.95 5.5 Mil
Cash and Equivalents

Insperity Inc

0.95 5.5 Mil
Industrials

Visteon Corp

0.90 5.2 Mil
Consumer Cyclical

Fluor Corp

0.89 5.1 Mil
Industrials

Atkore Inc

0.86 5.0 Mil
Industrials

Installed Building Products Inc

0.86 5.0 Mil
Consumer Cyclical

UFP Industries Inc

0.84 4.9 Mil
Basic Materials

ExlService Holdings Inc

0.82 4.7 Mil
Technology