- 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 Investor C Shares (BDSCX) is an open-end mutual fund that seeks long-term capital appreciation by investing 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 buys common stocks of small-cap companies and may also invest in preferred stocks, convertible securities, initial public offerings, and shares of companies through new issues. The fund, classified in the Morningstar Small Blend category with an investment style of small-cap blend, holds approximately 788 stocks with 97.10% allocated to U.S. stocks, 2.95% to non-U.S. stocks, and minimal cash exposure; top holdings as of recent data include EXLSERVICE HOLDINGS INC (1.30%), MANPOWERGROUP INC (1.06%), SPROUTS FARMERS MARKETS INC (0.96%), BOISE CASCADE CO (0.71%), and KITE REALTY GROUP TRUST (0.69%). Investor C shares carry a net expense ratio of 1.50%, a minimum investment of $1,000, and total net assets under management for the fund family exceed $4.4 billion as of December 2025.
Launched on March 13, 2013, and domiciled in the United States, BDSCX operates under BlackRock Funds, with portfolio management handled by Travis Cooke (since inception), Richard Mathieson and Raffaele Savi (since March 2017); the fund does not pursue a sustainable, impact, or ESG investment strategy. Geographically, it focuses predominantly on U.S. small-cap equities while maintaining minor exposure to non-U.S. stocks, targeting investors seeking blend-style small-cap growth through active management.
In recent developments, effective November 28, 2025, BlackRock announced upcoming portfolio manager changes for certain funds, though specific application to BDSCX was not detailed; the fund's prospectus was amended effective December 1, 2025, to address investments in SPACs with no guarantee of completion. Amid BlackRock's broader strategic expansions, including a $3.2 billion acquisition of Preqin in 2025 to enhance data analytics and alternative investments integration with its Aladdin platform, the firm continues to bolster its capabilities supporting funds like BDSCX. These moves align with BlackRock's ongoing push into private markets and infrastructure, such as the $40 billion Aligned Data Centers acquisition completed in 2025 with partners including Microsoft and Nvidia.