Blackrock Small Cap Fund Quote
| CSGEX Fund | USD 14.44 0.12 0.84% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Blackrock Small is trading at 14.44 as of the 10th of November 2024; that is 0.84% up since the beginning of the trading day. The fund's open price was 14.32. Blackrock Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Blackrock Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of October 2024 and ending today, the 10th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small cap companies and at least 80 percent of its net assets 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 funds investment, comparable in size to the companies in the Russell 2000 Growth Index. More on Blackrock Small Cap
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Blackrock Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Funds, Small Growth Funds, Small Growth, BlackRock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Blackrock Small Cap [CSGEX] is traded in USA and was established 10th of November 2024. 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 11.21% with the current yeild of 0.0%, while the total return for the last 3 years was -2.92%.
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
| PLUG | Plug Power | Stock | Industrials | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| SANM | Sanmina | Stock | Information Technology | |
| POL | Polished | Stock | Consumer Discretionary | |
| ACAD | ACADIA Pharmaceuticals | Stock | Health Care | |
| RPD | Rapid7 Inc | Stock | Information Technology | |
| EME | EMCOR Group | Stock | Industrials | |
| MTZ | MasTec Inc | Stock | Industrials |
Blackrock Small Cap Risk Profiles
| Mean Deviation | 0.9734 | |||
| Semi Deviation | 0.8563 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |