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Morningstar

BlackRock Advantage Small Cap Core Instl BDSIX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.20  /  0.80 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.73%
  • Turnover 81%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis BDSIX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin BlackRock Advantage Small Cap Core Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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