MKSPX – BlackRock Advantage SMID Cap K Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. small and medium capitalization companies and derivatives that have similar economic characteristics to such securities. The advisor primarily intends to invest in equity securities or other financial instruments that are components of, or have characteristics similar to, the securities included in the Russell 2500™ Index.

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
MASPX	BlackRock Advantage SMID Cap Fund, Inc.Institutional Shares	Institutional	Open			May 5, 1978	$333.31M	0.480%	Low	$2M	$52.50M
MDSPX	BlackRock Advantage SMID Cap Fund, Inc.Investor A Shares	Front Load	Open			Oct 21, 1994	$210.45M	0.730%	Low	$1,000	−$12.60M
MCSPX	BlackRock Advantage SMID Cap Fund, Inc.Investor C Shares	Level Load	Open			Oct 21, 1994	$11.55M	1.480%	Low	$1,000	−$1.68M
MKSPX	BlackRock Advantage SMID Cap Fund, Inc.Class K	Retirement, Large	Open			Jan 25, 2018	$455.04M	0.430%	Low	$5M	$185.90M
MRSPX	BlackRock Advantage SMID Cap Fund, Inc.Class R	Retirement, Medium	Open			Feb 4, 2003	$54.20M	0.980%	Low	$100	$33.87M

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