Morningstar

BlackRock Advantage Small Cap Growth Fund Class R BSGRX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $17.11  /  −0.64 %
  • Fund Size $774.6M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 144%
NAV and 1-Day Return as of

Morningstar’s Analysis BSGRX

Will BSGRX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Advantage Small Cap Gr R 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
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Portfolio Holdings BSGRX

More BSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

0.90 7M
Cash and Equivalents

Twist Bioscience Corp

0.88 7M
Healthcare

EnerSys

0.79 6M
Industrials

Plexus Corp

0.77 6M
Technology

JFrog Ltd Ordinary Shares

0.77 6M
Technology

Applied Industrial Technologies Inc

0.75 6M
Industrials

10x Genomics Inc Ordinary Shares - Class A

0.74 6M
Healthcare

Enpro Inc

0.73 6M
Industrials

Moog Inc Class A

0.66 5M
Industrials

Piper Sandler Cos

0.65 5M
Financial Services

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