Morningstar

BlackRock Advantage SMID Cap Fund, Inc.Investor C Shares MCSPX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $12.71  /  −0.63 %
  • Fund Size $1.0B
  • Adjusted Expense Ratio 1.480%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.79%
  • Turnover Ratio 90%
NAV and 1-Day Return as of

Morningstar’s Analysis MCSPX

Will MCSPX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Advantage SMID Cap Inv C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MCSPX

More MCSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

USD - Spendable Cash

2.39 24M
Cash and Equivalents

BlackRock Liquidity T-Fund Instl

1.19 12M
Cash and Equivalents

First Horizon Corp

0.95 10M
Financial Services

Applied Industrial Technologies Inc

0.94 10M
Industrials

nVent Electric PLC

0.78 8M
Industrials

HF Sinclair Corp

0.77 8M
Energy

RBC Bearings Inc

0.72 7M
Industrials

Avnet Inc

0.69 7M
Technology

American Financial Group Inc

0.68 7M
Financial Services

Comfort Systems USA Inc

0.63 6M
Industrials

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