BlackRock Advantage Small Cap Growth Fund Investor C Shares (CGICX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States. The advisor defines these companies as those with market capitalizations- at the time of the fund's investment- comparable in size to the companies in the Russell 2000- Index. From time to time it may invest in shares of companies through "new issues" or initial public offerings ("IPOs").


1 month+3.84% 3 years+7.23%
3 months+6.98% 5 years+10.57%
1 year+15.82% Since inception+6.19%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+10.57%+13.96%
Expense ratio1.83%1.28%
Risk 5 year sharpe ratio0.770.92
Net assets$514.3M$1.1B
Average market cap$2.3B$3.4B
Average P/E24.328.6
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureTravis Cooke / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock105.64%
Fixed income0.83%
International stock0.43%
Top 5 Sectors
Portfolio weighting
Healthcare 23.81%
Business service 14.33%
Consumer service 12.04%
Industrial materials 10.39%
Hardware 7.01%
Top 10 Holdings
Portfolio weighting
AIT Applied Industrial Technologies Inc1.65%
MASI Masimo Corp1.60%
ENTG Entegris Inc1.53%
NSP Insperity Inc1.51%
UFPI Universal Forest Products Inc1.43%
ALG Alamo Group Inc1.39%
PSB PS Business Parks Inc1.33%
PFGC Performance Food Group Co1.27%
KAI Kadant Inc1.26%
CW Curtiss-Wright Corp1.25%