- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 100 Bellevue Parkway Wilmington DE United States of America 19809
- IPO Date
- Mar 15, 2013
- Business
- BlackRock Advantage Small Cap Core Fund - Class A (BDSAX) is an open-end mutual fund managed by BlackRock Funds IV that seeks long-term capital appreciation by investing primarily in equity securities and other financial instruments that are components of, or have market capitalizations similar to, those included in the Russell 2000 Index; it employs a blend investment style targeting small-cap stocks across various sectors, including technology, energy, financials, industrials, real estate, and consumer discretionary, with top holdings such as EXLSERVICE Holdings Inc., MANPOWERGROUP Inc., and SPROUTS Farmers Markets Inc.. The fund offers Investor A shares with a net expense ratio of 0.75%, featuring a front-end sales charge, and maintains a portfolio characterized by diversified small-blend exposure without pursuing a sustainable, impact, or ESG-specific investment strategy.. Launched on March 14, 2013, the fund is domiciled in the United States with BlackRock, Inc., headquartered in New York, New York, serving as the investment manager; it operates globally through its equity investments but focuses on U.S. small-cap markets for institutional and retail investors..
In recent developments, the fund's prospectus was amended and supplemented as of September 26, 2025, reflecting ongoing updates to its disclosure and operational framework amid standard regulatory filings with the SEC.. BlackRock, as the parent manager, continues to expand its small-cap offerings, including the launch of the BlackRock Global Smaller Companies fund in September 2025 to capitalize on international high-alpha opportunities, complementing BDSAX's U.S.-focused strategy.. No major acquisitions, funding rounds, or strategic reorganizations specific to BDSAX were reported in the last 1-2 years, with performance updates showing year-to-date returns around 10-11% as of late 2025, underscoring stable operations within the competitive small-blend category..