- What does BDSIX invest in?
- This fund primarily aims to generate significant capital appreciation for investors over an extended period. Typically, it commits at least 80% of its total assets, including any borrowed funds, to equity investments or other financial products. These investments will either be components of the Russell 2000® Index or issued by companies with similar market values. While its main strategy involves purchasing common stocks, it also has the flexibility to invest in preferred stocks and convertible securities. On occasion, the fund may also acquire shares of companies through initial public offerings (IPOs).
- What is the expense ratio of BDSIX?
- BlackRock Advantage Small Cap Core Fund Institutional Shares (BDSIX) charges an expense ratio of 0.50%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BDSIX?
- BlackRock Advantage Small Cap Core Fund Institutional Shares (BDSIX) manages $5.59B 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 BDSIX actively managed or an index fund?
- BDSIX 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 (BDSIX's is 0.50%) because there's no security selection cost.
- When was BDSIX launched?
- BlackRock Advantage Small Cap Core Fund Institutional Shares (BDSIX) launched in March 2013 and is managed by BlackRock / iShares.
- How has BDSIX performed?
- BDSIX'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.
