BlackRock Advantage Small Cap Gr R (BSGRX)
| Fund Assets | 833.41M |
| Expense Ratio | 1.01% |
| Min. Investment | $100 |
| Turnover | 144.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 18.64 |
| YTD Return | 19.97% |
| 1-Year Return | 37.08% |
| 5-Year Return | 33.28% |
| 52-Week Low | 13.38 |
| 52-Week High | 19.16 |
| Beta (5Y) | 1.28 |
| Holdings | 613 |
| Inception Date | Mar 2, 2018 |
About BSGRX
The BlackRock Advantage Small Cap Growth Fund Class R is an actively managed mutual fund that primarily invests in the equity securities of small-cap U.S. companies exhibiting strong growth potential. Its key objective is to pursue capital appreciation by targeting firms that are positioned for above-average earnings and revenue expansion. The fund leverages BlackRock’s proprietary research capabilities, employing both quantitative and fundamental analysis to construct a diversified portfolio intended to outperform the Russell 2000 Growth Index, which serves as its benchmark. This approach enables the fund to identify and capitalize on emerging growth opportunities within the small-cap segment. With substantial total assets under management, the fund provides investors access to a broad spectrum of industries, helping to diversify exposure within the dynamic small-cap market. The BlackRock Advantage Small Cap Growth Fund Class R plays a significant role for investors seeking participation in the growth potential that smaller, innovative U.S. companies can offer, while benefiting from the resources and expertise of one of the world's leading asset managers.
Performance
BSGRX had a total return of 37.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.28%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
13.54% of assets| Name | Symbol | Weight |
|---|---|---|
| Bloom Energy Corporation | BE | 3.74% |
| Credo Technology Group Holding Ltd | CRDO | 1.75% |
| Fabrinet | FN | 1.50% |
| Advanced Energy Industries, Inc. | AEIS | 1.45% |
| Dycom Industries, Inc. | DY | 1.02% |
| IonQ, Inc. | IONQ | 0.87% |
| BlackRock Liquidity Funds - T-Fund | TSTXX | 0.86% |
| Sterling Infrastructure, Inc. | STRL | 0.82% |
| Kratos Defense & Security Solutions, Inc. | KTOS | 0.79% |
| The Ensign Group, Inc. | ENSG | 0.73% |