Blackrock Small Cap Fund Quote
| CSGEX Fund | USD 13.73 0.09 0.66% |
PerformanceSolid
| Odds Of DistressLow
|
Blackrock Small is trading at 13.73 as of the 19th of July 2025; that is 0.66% up since the beginning of the trading day. The fund's open price was 13.64. Blackrock Small has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in small cap growth equity securities of U.S. issuers and derivatives that provide investment exposure to such securities or to one or more market risk factors associated with such securities.. More on Blackrock Small Cap
Moving together with Blackrock Mutual Fund
Blackrock Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Funds, Small Growth Funds, Small Growth, BlackRock (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Blackrock Small Cap [CSGEX] is traded in USA and was established 19th of July 2025. Blackrock Small is listed under BlackRock category by Fama And French industry classification. The fund is listed under Small Growth category and is part of BlackRock family. This fund currently has accumulated 544.13 M in assets under management (AUM) with no minimum investment requirementsBlackrock Small Cap is currently producing year-to-date (YTD) return of 0.97% with the current yeild of 0.0%, while the total return for the last 3 years was 12.24%.
Check Blackrock Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Small Cap Mutual Fund Constituents
| TXRH | Texas Roadhouse | Stock | Consumer Discretionary | |
| SANM | Sanmina | Stock | Information Technology | |
| CHE | Chemed Corp | Stock | Health Care | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| USPH | US Physicalrapy | Stock | Health Care | |
| FIX | Comfort Systems USA | Stock | Industrials | |
| RUN | Sunrun Inc | Stock | Industrials | |
| FUL | H B Fuller | Stock | Materials |
Blackrock Small Cap Risk Profiles
| Mean Deviation | 0.8876 | |||
| Semi Deviation | 0.773 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
Blackrock Small Against Markets
Other Information on Investing in Blackrock Mutual Fund
Blackrock Small financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Small security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |