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Morningstar

BlackRock Advantage Small Cap Gr Instl PSGIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.98  /  −0.37 %
  • Total Assets 558.0 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.23%
  • Turnover 133%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis PSGIX

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

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock Advantage Small Cap Gr Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSGIX

More PSGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.74 22.2 Mil
Technology

MicroStrategy Inc Class A

1.74 10.3 Mil
Technology

ExlService Holdings Inc

0.99 5.9 Mil
Technology

BlackRock Liquidity T-Fund Instl

0.98 5.8 Mil
Cash and Equivalents

Installed Building Products Inc

0.96 5.7 Mil
Consumer Cyclical

Comfort Systems USA Inc

0.95 5.7 Mil
Industrials

Visteon Corp

0.95 5.7 Mil
Consumer Cyclical

Insperity Inc

0.95 5.7 Mil
Industrials

Flowserve Corp

0.94 5.6 Mil
Industrials

Atkore Inc

0.93 5.5 Mil
Industrials