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BlackRock Advantage SMID Cap Inv C MCSPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.62  /  +0.35 %
  • Total Assets 421.4 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 1.53%
  • Turnover 125%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 1:14 AM GMT+0

Morningstar’s Analysis MCSPX

Will MCSPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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 most expensive quintile among peers.

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Portfolio Holdings MCSPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manhattan Associates Inc

1.34 5.5 Mil
Technology

Reinsurance Group of America Inc

1.25 5.1 Mil
Financial Services

AECOM

1.23 5.1 Mil
Industrials

Nutanix Inc Class A

1.21 5.0 Mil
Technology

Oshkosh Corp

1.21 5.0 Mil
Industrials

Boyd Gaming Corp

1.21 4.9 Mil
Consumer Cyclical

Flowserve Corp

1.17 4.8 Mil
Industrials

Neurocrine Biosciences Inc

1.14 4.7 Mil
Healthcare

Park Hotels & Resorts Inc

1.07 4.4 Mil
Real Estate

TD Synnex Corp

1.07 4.4 Mil
Technology