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BlackRock Event Driven Equity Inv A BALPX Fund Analysis

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

Morningstar’s Analysis BALPX

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

  • People Pillar

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

A strong team steeped in event-driven investing.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The BlackRock Event Driven strategy, which includes a U.S. mutual fund and its UCITs sibling, benefits from an experienced investment team, ample resources, and a robust investment approach. The cheapest share classes earn a Morningstar Analyst Rating of Bronze, while the more expensive shares are Neutral.

by Adam Millson
Rated on Published on

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