Morningstar

BlackRock Energy Opportunities Fund Investor C Class BACCX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $20.13  /  +2.60 %
  • Fund Size $420.4M
  • Adjusted Expense Ratio 2.050%
  • Net Expense Ratio 2.050%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Equity Energy
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.15%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis BACCX

Will BACCX outperform in the 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 BACCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BACCX 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 BACCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Energy Opportunities Inv C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BACCX

More BACCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

18.88 73M
Energy

Chevron Corp

11.60 45M
Energy

Shell PLC

9.45 37M
Energy

TotalEnergies SE

6.27 24M
Energy

Valero Energy Corp

4.68 18M
Energy

Targa Resources Corp

4.09 16M
Energy

Marathon Petroleum Corp

4.02 16M
Energy

ConocoPhillips

3.96 15M
Energy

Cheniere Energy Inc

3.86 15M
Energy

Canadian Natural Resources Ltd

3.82 15M
Energy

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