Advertisement
Skip to Content
Morningstar

BlackRock Advantage SMID Cap R MRSPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.06  /  0.38 %
  • Total Assets 358.3 Mil
  • Adj. Expense Ratio
    —
  • 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 1.54%
  • Turnover 145%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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.

Summary

|

BlackRock Advantage SMID Cap R earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor