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Morningstar

BlackRock Advantage SMID Cap R MRSPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.33  /  +1.73 %
  • Total Assets 423.3 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 1.40%
  • Turnover 120%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MRSPX

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

  • People Pillar

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

BlackRock Advantage SMID Cap R’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MRSPX

More MRSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reinsurance Group of America Inc

1.34 5.5 Mil
Financial Services

Manhattan Associates Inc

1.27 5.2 Mil
Technology

EMCOR Group Inc

1.25 5.1 Mil
Industrials

Flowserve Corp

1.21 4.9 Mil
Industrials

Murphy Oil Corp

1.19 4.8 Mil
Energy

TD Synnex Corp

1.10 4.5 Mil
Technology

Oshkosh Corp

1.07 4.4 Mil
Industrials

Advanced Drainage Systems Inc

1.06 4.3 Mil
Industrials

Wingstop Inc

1.05 4.3 Mil
Consumer Cyclical

Euronet Worldwide Inc

1.04 4.3 Mil
Technology