BDSAX – BlackRock Advantage Small Cap Core Inv A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation over the long term. Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000® Index. It primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. From time to time the fund may invest in shares of companies through "new issues" or initial public offerings ("IPOs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BDSIX	BlackRock Advantage Small Cap Core Fund Institutional Shares	Institutional	Open			Mar 14, 2013	$3.28B	0.500%	Low	$2M	$170.03M
BDSAX	BlackRock Advantage Small Cap Core Fund Investor A Shares	Front Load	Open			Mar 14, 2013	$720.77M	0.750%	Low	$1,000	−$204.89M
BDSCX	BlackRock Advantage Small Cap Core Fund Investor C Shares	Level Load	Open			Mar 14, 2013	$11.16M	1.500%	Low	$1,000	−$2.21M
BDSKX	BlackRock Advantage Small Cap Core Fund Class K	Retirement, Large	Open			Mar 28, 2016	$1.45B	0.450%	Low	$5M	$292.35M

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