BlackRock Advantage Small Cap Growth remains in skilled hands, but its quantitative approach has drawbacks that make it unexceptional, warranting a Morningstar Analyst Rating of Bronze.
Will BSGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of BSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.