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ATIAX vs BDSIX

Both ATIAX and BDSIX are mutual funds. ATIAX has a lower 5-year return than BDSIX (8.15% vs 15.91%). Below is the comparison between ATIAX and BDSIX.

ATIAX BDSIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco BlackRock
Net Assets N/A $2.96B
Expense Ratio N/A 0.50%
Management Style active active
Dividend Yield N/A 0.60%
Minimum Investment N/A $2,000,000.00
YTD Return 17.89% 15.20%
1-Year Return 7.09% 3.62%
3-Year Return 9.23% 16.46%
5-Year Return 8.15% 15.91%
10-Year Return 9.35% N/A

ATIAX description

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ATIAX performance & returns

YTD Return 17.89%
1-Month Return 6.10%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 9.23%
5-Year Return 8.15%
10-Year Return 9.35%
ATIAX expense ratio is N/A.

ATIAX holdings

Top 10 Holdings (59.42% of Total Assets)

Name Symbol % Assets
Encore Capital Group Inc ECPG 8.39%
Tempur Sealy International Inc TPX 7.88%
Insight Enterprises Inc NSIT 6.26%
Colliers International Group Inc CIGI.TO 6.11%
NVR Inc NVR 5.70%
Charles River Laboratories International Inc CRL 5.60%
CommScope Holding Co Inc COMM 5.28%
Liberty Broadband Corp A LBRDA 4.95%
Interface Inc TILE 4.66%
Alliance Data Systems Corp ADS 4.59%

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BDSIX description

The Fund seeks capital appreciation over the long term. Under normal circumstances, the Fund seeks to invest at least 80% of its net assets 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.

BDSIX performance & returns

YTD Return 15.20%
1-Month Return 1.44%
3-Month Return 3.62%
1-Year Return 3.62%
3-Year Return 16.46%
5-Year Return 15.91%
10-Year Return N/A
BDSIX expense ratio is 0.5%.

BDSIX holdings

Top 10 Holdings (10.64% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 3.40%
Qualys Inc QLYS 1.00%
International Game Technology PLC IGT 0.91%
QTS Realty Trust Inc Class A QTS 0.84%
Werner Enterprises Inc WERN 0.81%
M.D.C. Holdings Inc MDC 0.78%
Generac Holdings Inc GNRC 0.77%
Hamilton Lane Inc Class A HLNE 0.76%
Hub Group Inc Class A HUBG 0.69%
Cirrus Logic Inc CRUS 0.68%

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