BlackRock Advantage SMID Cap Inv A 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.
BlackRock Advantage SMID Cap Fund, Inc.Investor A Shares MDSPX
- NAV / 1-Day Return 34.31 / +0.26 %
- Total Assets 915.2M
-
Adj. Expense Ratio
0.730%
- Expense Ratio 0.730%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.34%
- Turnover 115%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:46 AM GMT+0
Morningstar’s Analysis MDSPX
Will MDSPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MDSPX 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 MDSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SanDisk Corp Ordinary Shares | 2.07 | 18M | Technology |
Comfort Systems USA Inc | 1.33 | 12M | Industrials |
Lumentum Holdings Inc | 1.09 | 10M | Technology |
Ciena Corp | 1.02 | 9M | Technology |
BlackRock Liquidity T-Fund Instl | 0.96 | 8M | Cash and Equivalents |
Cullen/Frost Bankers Inc | 0.92 | 8M | Financial Services |
Coherent Corp | 0.90 | 8M | Technology |
Bloom Energy Corp Class A | 0.86 | 8M | Industrials |
Casey's General Stores Inc | 0.72 | 6M | Consumer Cyclical |
Flex Ltd | 0.69 | 6M | Technology |
United States