Morningstar

BlackRock Energy Opportunities Fund Investor A Class BACAX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return$19.14  /  −0.47%
  • Fund Size$384.0M
  • Adjusted Expense Ratio1.330%
  • Net Expense Ratio1.320%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategoryEquity Energy
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield1.51%
  • Turnover Ratio38%
NAV and 1-Day Return as of

Morningstar’s Analysis BACAX

Will BACAX 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 BACAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BACAX 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 BACAX’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 A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BACAX

More BACAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings72.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

19.5475M
Energy

Chevron Corp

11.7645M
Energy

Shell PLC

10.8742M
Energy

TotalEnergies SE

7.3328M
Energy

Valero Energy Corp

3.8715M
Energy

Marathon Petroleum Corp

3.8615M
Energy

Targa Resources Corp

3.8515M
Energy

ConocoPhillips

3.8315M
Energy

Canadian Natural Resources Ltd

3.6714M
Energy

Cheniere Energy Inc

3.6414M
Energy

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