Morningstar

BlackRock Energy Opportunities Fund Institutional Class BACIX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $21.58  /  −1.82 %
  • Fund Size $418.3M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Equity Energy
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 1.96%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis BACIX

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

  • People Pillar

    The People Pillar is our evaluation of the BACIX 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 BACIX’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 Instl 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 BACIX

More BACIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

19.54 75M
Energy

Chevron Corp

11.76 45M
Energy

Shell PLC

10.87 42M
Energy

TotalEnergies SE

7.33 28M
Energy

Valero Energy Corp

3.87 15M
Energy

Marathon Petroleum Corp

3.86 15M
Energy

Targa Resources Corp

3.85 15M
Energy

ConocoPhillips

3.83 15M
Energy

Canadian Natural Resources Ltd

3.67 14M
Energy

Cheniere Energy Inc

3.64 14M
Energy

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