Morningstar

BlackRock Advantage SMID Cap Fund, Inc.Investor A Shares MDSPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 34.11  /  +1.04 %
  • Total Assets 1.1B
  • 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 0.40%
  • Turnover 90%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:41 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings MDSPX

More MDSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

1.04 11M
Cash and Equivalents

First Horizon Corp

0.97 10M
Financial Services

Applied Industrial Technologies Inc

0.82 8M
Industrials

nVent Electric PLC

0.71 7M
Industrials

American Financial Group Inc

0.69 7M
Financial Services

RBC Bearings Inc

0.67 7M
Industrials

Clean Harbors Inc

0.60 6M
Industrials

Comfort Systems USA Inc

0.58 6M
Industrials

Cullen/Frost Bankers Inc

0.57 6M
Financial Services

Dynatrace Inc Ordinary Shares

0.56 6M
Technology

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