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BlackRock Energy Opportunities Inv A BACAX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.96  /  +0.50 %
  • Total Assets 337.9 Mil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Equity Energy
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.02%
  • Turnover 77%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis BACAX

Will BACAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

BlackRock Energy Opportunities Inv A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings BACAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 67.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

16.31 51.2 Mil
Energy

Shell PLC

10.63 33.4 Mil
Energy

Chevron Corp

8.74 27.4 Mil
Energy

BP PLC

6.72 21.1 Mil
Energy

ConocoPhillips

5.76 18.1 Mil
Energy

TotalEnergies SE

4.33 13.6 Mil
Energy

Canadian Natural Resources Ltd

4.27 13.4 Mil
Energy

Marathon Petroleum Corp

3.99 12.5 Mil
Energy

Williams Companies Inc

3.70 11.6 Mil
Energy

Hess Corp

3.27 10.3 Mil
Energy