- What does BDSAX invest in?
- This fund typically allocates at least 80% of its total assets, including any capital acquired through borrowing, to equity investments. These investments primarily target companies with market capitalizations similar to or directly included in the Russell 2000® Index. While its core holdings are generally common shares, the fund also retains the flexibility to invest in preferred stock and convertible securities. Additionally, it may periodically acquire shares through new issues or initial public offerings (IPOs).
- What is the expense ratio of BDSAX?
- BlackRock Advantage Small Cap Core Fund - Class A (BDSAX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BDSAX?
- BlackRock Advantage Small Cap Core Fund - Class A (BDSAX) manages $5.31B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BDSAX actively managed or an index fund?
- BDSAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BDSAX's is 0.75%) because there's no security selection cost.
- When was BDSAX launched?
- BlackRock Advantage Small Cap Core Fund - Class A (BDSAX) launched in March 2013 and is managed by BlackRock / iShares.
- How has BDSAX performed?
- BDSAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
