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Morningstar

BlackRock Advantage Small Cap Gr Instl PSGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 17.03  /  1.39 %
  • Total Assets 556.0 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 2,000,000
  • Status Open
  • TTM Yield 0.47%
  • Turnover 102%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

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.

Strict adherence to the benchmark limits this strategy’s appeal.

Analyst

Summary

| by Paul Ruppe

BlackRock Advantage Small Cap Growth’s well-stocked research team and respectable but unexceptional quantitative approach earn the strategy a Morningstar Analyst Rating of Bronze across all share classes.

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