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Morningstar

BlackRock Advantage Small Cap Gr K PSGKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.96  /  +1.11 %
  • Total Assets 582.5 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.29%
  • Turnover 133%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PSGKX

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

  • People Pillar

    The People Pillar is our evaluation of the PSGKX 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 PSGKX’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 K'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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSGKX

More PSGKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.51 19.5 Mil
Technology

ExlService Holdings Inc

1.31 7.2 Mil
Technology

Comfort Systems USA Inc

1.18 6.5 Mil
Industrials

MicroStrategy Inc Class A

1.14 6.3 Mil
Technology

Flowserve Corp

1.07 5.9 Mil
Industrials

BlackRock Liquidity T-Fund Instl

1.06 5.9 Mil
Cash and Equivalents

Visteon Corp

0.96 5.3 Mil
Consumer Cyclical

Installed Building Products Inc

0.94 5.2 Mil
Consumer Cyclical

Atkore Inc

0.92 5.1 Mil
Industrials

Applied Industrial Technologies Inc

0.90 5.0 Mil
Industrials