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BlackRock Event Driven Equity Inv A BALPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.59  /  +0.10 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Event Driven
  • Alt Style Correlation / Relative Volatility High/Low
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.95%
  • Turnover 33%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:11 PM GMT+0

Morningstar’s Analysis BALPX

Will BALPX outperform in future?

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

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.

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Portfolio Holdings BALPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

60.69 3.4 Bil
Cash and Equivalents

Pioneer Natural Resources Co

5.30 300.0 Mil
Energy

Splunk Inc

3.95 223.8 Mil
Technology

iShares iBoxx $ High Yield Corp Bd ETF

3.57 202.2 Mil

Hess Corp

3.41 193.0 Mil
Energy

Howmet Aerospace Inc

2.92 165.2 Mil
Industrials

Karuna Therapeutics Inc

2.92 165.1 Mil
Healthcare

SPDR® Blmbg High Yield Bd ETF

2.82 159.4 Mil

United States Steel Corp

2.62 148.2 Mil
Basic Materials

Immunogen Inc

2.06 116.4 Mil
Healthcare