BlackRock Advantage Small Cap Growth Fund Investor A Shares (CSGEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
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-0.44% 3 years+7.03%
3 months+0.31% 5 years+12.48%
1 year+16.22% Since inception+9.20%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.48%+11.88%
Expense ratio1.05%1.27%
Risk 5 year sharpe ratio0.770.87
Net assets$700.1M$1.1B
Average market cap$2.4B$3.4B
Average P/E24.126.7
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. stock97.58%
Fixed income1.00%
International stock0.34%
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
TXRH Texas Roadhouse Inc1.55%
ZEN Zendesk Inc1.51%
NKTR Nektar Therapeutics1.27%
MASI Masimo Corp1.23%
ALG Alamo Group Inc1.20%
MPWR Monolithic Power Systems Inc1.19%
NSP Insperity Inc1.18%
CW Curtiss-Wright Corp1.18%
ENTG Entegris Inc1.16%
AIT Applied Industrial Technologies Inc1.15%