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Morningstar

BlackRock Advantage Small Cap Gr Inv A CSGEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis CSGEX

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

People Pillar

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

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.

by Paul Ruppe
Rated on Published on

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