BlackRock Small Cap Growth Equity Instl
(PSGIX)
US Markets Closed
AdChoices
22.00
-0.04
-0.18%
:

Previous Close

22.04

Net Assets

427.73M

Yield

0.00%

Front load

None

Expenses

0.82%

Category

Small Growth

Morningstar Risk

Above Average

Morningstar Rating ★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • PSGIX

  • Category

    • 2013

    • 45.32%

    • -

    • 2012

    • 11.06%

    • -

    • 2011

    • 0.22%

    • -

    • 2010

    • 23.07%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 14.10%

      • 15.60%

      • 8.50%

      • Q2

      • -0.11%

      • -11.06%

      • 1.61%

      • Q3

      • 12.59%

      • 10.61%

      • -24.10%

      • Q4

      • 13.25%

      • -2.34%

      • 19.77%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Team Health Holdings Inc

        • 2.23

        • 306,673

        • -17,760

        • Aspen Technology Inc

        • 2.14

        • 451,320

        • 24,528

        • Manhattan Associates Inc

        • 2.11

        • 504,112

        • -25,876

        • Greenbrier Companies Inc

        • 2.02

        • 219,051

        • -11,697

        • Syntel Inc

        • 1.87

        • 169,260

        • 0

        • Skechers USA Inc

        • 1.82

        • 272,520

        • -11,241

        • Dupont Fabros Technology Inc

        • 1.77

        • 529,862

        • 300,033

        • Sonus Networks Inc

        • 1.68

        • 3,924,817

        • 157,488

        • Bonanza Creek Energy Inc

        • 1.57

        • 219,918

        • -1,222

        • Spansion Inc Class A

        • 1.51

        • 529,087

        • 71,103

        • Name

        • Rating

        • YTD Return %

          • Hartford Small Company HLS IA

          • ★★★★★
          • 0.78

          • Voya SmallCap Opportunities I

          • ★★★★★
          • -2.76

          • JPMorgan Small Cap Equity Sel

          • ★★★★★
          • -0.12

          • Invesco Small Cap Growth R

          • ★★★★★
          • 0.89

          • T. Rowe Price Instl Small-Cap Stock

          • ★★★★★
          • -1.04

          • Franklin Small Cap Growth Adv

          • ★★★★★
          • -4.25

          • Loomis Sayles Small Cap Growth Retail

          • ★★★★★
          • -7.58

          • Lord Abbett Developing Growth C

          • ★★★★★
          • -4.17

          • Lord Abbett Developing Growth P

          • ★★★★★
          • -3.58

          • PNC Multi Factor Small Cap Core A

          • ★★★★★
          • -0.73

          • Name

          • PSGIX

          • Category

            • Expense Ratio

            • 0.82%

            • 1.43%

            • Net Assets

            • 427.73M

            • 283.20M

            • Dividend Yield

            • 0.35%

            • 0.57

            • Price/Book

            • 2.84

            • 2.91

            • Price/Sales

            • 1.19

            • 1.81

            • Price/Cash Flow

            • 6.87

            • 11.16

            Profile

            Name of Issuer

            BlackRock

            Fund Style

            Open

            Fund Manager

            Travis Cooke

            Investment Style

            Small Growth

            The investment seeks long-term capital growth. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States. The advisor defines these companies as those with market capitalizations, at the time of the fund's investment, comparable in size to the companies in the Russell 2000® Index or to the companies at the time of their entry in the S&P SmallCap 600® Index.

            Purchase Information

            Initial Purchase 2,000,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            9/14/1993