About BDSIX
The BlackRock Advantage Small Cap Core Fund Institutional Shares is a mutual fund designed to seek long-term capital appreciation by investing primarily in equity securities of small-cap U.S. companies. The fund targets firms that typically fall within the market capitalization range of those included in the Russell 2000® Index, ensuring broad exposure to the smaller end of the domestic equity market. With a blend investment style, the fund does not specifically favor growth or value stocks, instead aiming to maintain a balanced portfolio across various sectors such as industrials, technology, consumer discretionary, and health care.
The fund is managed by BlackRock’s experienced investment team, utilizing a combination of quantitative and fundamental strategies to select holdings. Its sector allocations are generally neutral, though it may take modest overweight or underweight positions based on ongoing analysis. Notable holdings often include companies like Boise Cascade Co, ExlService Holdings Inc, and Flowserve Corporation. The fund’s relatively low expense ratio places it among the most cost-effective options in its category, enhancing its appeal for institutional investors. As an institutional share class, it is intended for investors with larger initial investment minimums, often serving as a cornerstone for diversified, long-term growth portfolios.
Fund Family BlackRock
Category Small Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BDSIX
Share Class Institutional Shares
Index Russell 2000 TR
BDSIX had a total return of 33.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.31%.
