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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+4.42% 3 years+8.78%
3 months+5.44% 5 years+11.66%
1 year+17.84% Since inception+6.17%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+11.66%+13.96%
Expense ratio1.85%1.28%
Risk 5 year sharpe ratio0.851.01
Net assets$548.3M$1.0B
Average market cap$2.1B$3.8B
Average P/E22.628.6
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. stock97.86%
Fixed income0.65%
International stock0.45%
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
CTLT Catalent Inc1.69%
MASI Masimo Corp1.57%
ENTG Entegris Inc1.54%
UFPI Universal Forest Products Inc1.47%
NSP Insperity Inc1.45%
AIT Applied Industrial Technologies Inc1.43%
ESNT Essent Group Ltd1.41%
PSB PS Business Parks Inc1.36%
CSGS CSG Systems International Inc1.34%
MDSO Medidata Solutions Inc1.32%