Portfolio management
Travis Cooke, Raffaele Savi, Richard Mathieson
Top 10 holdings (%)
|
Exlservice Holdings Inc (EXLS) |
1.56 |
|
Aci Worldwide Inc (ACIW) |
1.33 |
|
Maximus Inc (MMS) |
1.02 |
|
Fabrinet (FN) |
1.01 |
|
Vaxcyte Inc (PCVX) |
0.90 |
|
Sprouts Farmers Markets Inc (SFM) |
0.86 |
|
FTAI Aviation Ltd (FTAI) |
0.85 |
|
Corcept Therapeutics Incorporated (CORT) |
0.85 |
|
Primoris Services Corp (PRIM) |
0.84 |
|
Boise Cascade Co (BCC) |
0.83 |
Investment approach
Invests at least 80% of its net assets in equity securities issued by U.S. small capitalization growth companies that the fund management team believes offer superior prospects for growth.
USRRMH1024U/S-3966747-1/2
Important Risks: The fund is actively managed and its characteristics will vary. Holdings shown should not be deemed as a recommendation to buy or sell securities. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. Investing in small-cap companies may entail greater risk than large-cap companies, due to shorter operating histories, less seasoned management or lower trading volumes. The fund may use derivatives to hedge its investments or to seek to enhance returns. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. Performance may be attributable to unusually high IPO profits. There is no guarantee this level of performance will be repeated. IPO securities have no trading history and the price may be volatile.
The opinions expressed are those of the fund’s portfolio management team as of September 30, 2024, and may change as subsequent conditions vary. Information and opinions are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.
BlackRock provides compensation in connection with obtaining or using third-party ratings and rankings.
1 The Russell 2000 Growth Index represents performance of the small-cap growth segment of the U.S. equity universe. It includes those Russell 2000 Index companies with higher priceto-value ratios and higher forecasted growth values.
You should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the fund and are available, along with information on other BlackRock funds, by calling 800-882-0052 or from your financial professional. The prospectus should be read carefully before investing.
©2024 BlackRock, Inc. or its affiliates. All Rights Reserved. BLACKROCK is a trademark of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.
Prepared by BlackRock Investments, LLC, member FINRA.
Not FDIC Insured • May Lose Value • No Bank Guarantee
10/24 – Advantage Small Cap Growth Fund
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