BlackRock Event Driven Equity Fund Institutional Shares BILPX

Morningstar Medalist Rating
  • NAV / 1-Day Return$10.66  /  −0.65%
  • Fund Size$4.5B
  • Adjusted Expense Ratio1.260%
  • Net Expense Ratio1.190%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryEvent Driven
  • Alternative Style Box (Funds)High/Low
  • Minimum Initial Investment$2M
  • Investment StatusOpen
  • TTM Yield0.76%
  • Turnover Ratio145%

Morningstar’s Analysis BILPX

Will BILPX outperform in the future?

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

Remains an event-driven favorite.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

BlackRock Event Driven Equity’s core strengths outweigh recent changes.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BILPX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

46.462B
Cash and Equivalents

Warner Bros. Discovery Inc Ordinary Shares - Class A

8.25368M
Communication Services

Penumbra Inc

7.01312M
Healthcare

Kenvue Inc

6.22278M
Consumer Defensive

Norfolk Southern Corp

5.61250M
Industrials

GBP CASH(Corp Act)

4.80214M
Cash and Equivalents

Roku Inc Class A

4.74211M
Communication Services

Intertek Group PLC

4.63207M
Industrials

Segro PLC

2.82126M
Real Estate

Arcosa Inc

2.79125M
Industrials

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