BlackRock Advantage Small Cap Core Fund

BlackRock Funds · 4 share classes

Actively managed U.S. equity fund
One fund, 4 share classes:BDSIXBDSAXBDSCXBDSKX
$5.26B NAV
800 positions · as of 2026-05-29 · filed 2026-07-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

BlackRock Advantage Small Cap Core Fund is an actively managed U.S. equity fund. 31% of BDSIX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 87% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

The investment objective of BlackRock Advantage Small Cap Core Fund (the Fund), a series of BlackRock Funds SM (the Trust), is to seek capital appreciation over the long term.

Strategy · summarised

The fund invests at least 80% of assets in equity securities with market capitalizations similar to those in the Russell 2000 Index, using proprietary quantitative models to identify mispricings and construct a portfolio that over- and under-weights particular stocks relative to the index. Because the fund's returns depend on the accuracy of its forecasting models and security selection, performance may diverge materially from the Russell 2000 Index.

Expenses
0.45% 1.50%across 4 share classes
Share classGrossNet
BDSIX0.58%0.50%
BDSAX0.92%0.75%
BDSCX1.66%1.50%
BDSKX0.51%0.45%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 88.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.87%
of net assets
Stocks98.85%
Cash & short-term3.96%
Derivatives0.05%
Other0.00%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials19.8%
Information Technology17.5%
Financials14.6%
Health Care14.6%
10 smaller33.5%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
31%of stock holdings in top-quartile growers
covering 87% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 104 new117 exited

Largest new: UMBF, CR, FNB, MAIR, LFUS, WERN, AFG, CHE

Largest exited: Brookfield Business Corp., ACIW, Heritage Commerce Corp., EPRT, UFPI, SFM, Essent Group Ltd., Avidity Biosciences Inc.

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+46.57%+70.99%+36.58%15.46%-17.44%
+46.19%+69.74%+34.89%15.44%-17.51%
+45.08%+65.91%+29.91%15.45%-17.75%
+46.60%+71.11%+36.86%15.45%-17.40%

These classes hold the same portfolio, so the 6.95pp spread over 5 years is the cost difference between them — roughly 1.39pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
BLACKROCK FUNDS III2.98%$156.77M
BLOOM ENERGY CORPBE1.95%$102.72M
CREDO TECHNOLOGY GROUP HOLDING LTD1.26%$66.20M
BLACKROCK LIQUIDITY FUNDSTSTXX0.98%$51.36M
DYCOM INDUSTRIES INCDY0.81%$42.54M
TTM TECHNOLOGIES INCTTMI0.81%$42.52M
ADVANCED ENERGY INDUSTRIES INCAEIS0.81%$42.49M
FABRINET0.70%$36.84M
SANMINA CORPSANM0.70%$36.61M
STERLING INFRASTRUCTURE INCSTRL0.69%$36.53M
Showing 10 of 800Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-29 — not a live quote, and not what the fund paid.

Top 10 positions are 11.69% of net assets, top 25 19.80%, across 800 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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