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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 21.27  /  +1.82 %
  • Total Assets 604.1 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 0.24%
  • Turnover 133%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 least expensive 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 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExlService Holdings Inc

1.37 7.8 Mil
Technology

Applied Industrial Technologies Inc

1.05 6.0 Mil
Industrials

Insperity Inc

0.94 5.4 Mil
Industrials

Insight Enterprises Inc

0.88 5.0 Mil
Technology

Sprouts Farmers Market Inc

0.87 4.9 Mil
Consumer Defensive

Watts Water Technologies Inc Class A

0.87 4.9 Mil
Industrials

Abercrombie & Fitch Co Class A

0.87 4.9 Mil
Consumer Cyclical

ACI Worldwide Inc

0.85 4.8 Mil
Technology

BlackRock Liquidity T-Fund Instl

0.83 4.7 Mil
Cash and Equivalents

Onto Innovation Inc

0.82 4.7 Mil
Technology