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Morningstar

BlackRock Advantage SMID Cap Inv C MCSPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.76  /  1.04 %
  • Total Assets 350.2 Mil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.56%
  • Turnover 125%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis MCSPX

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

People Pillar

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

Strength in BlackRock Advantage SMID Cap Inv C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MCSPX

More MCSPX Holdings
  • Current Portfolio Date
  • Equity Holdings 466
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manhattan Associates Inc

1.34
4,959,327
Technology

Lattice Semiconductor Corp

1.32
4,874,768
Technology

Snap-on Inc

1.26
4,658,598
Industrials

KBR Inc

1.25
4,637,685
Industrials

AECOM

1.20
4,438,395
Industrials

Ensign Group Inc

1.20
4,429,223
Healthcare

Atkore Inc

1.20
4,424,636
Industrials

Casey's General Stores Inc

1.19
4,400,846
Consumer Cyclical

TD Synnex Corp

1.18
4,360,700
Technology

Boyd Gaming Corp

1.16
4,287,704
Consumer Cyclical