Skip to Content
Morningstar

BlackRock Event Driven Equity Instl BILPX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis BILPX

Will BILPX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BILPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BILPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BILPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong option within the event-driven space.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The BlackRock Event Driven strategy, which includes a US mutual fund and its UCITs sibling, features a robust approach to evaluating corporate transactions driven by an experienced team steeped in event-driven investing. It’s a strong option in the space, though the fee on its costliest shares dulls its appeal.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor