BALPX – BlackRock Event Driven Equity Inv A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and related derivative instruments with similar economic characteristics. The manager seeks to achieve its investment objective by employing an event driven strategy, primarily investing in companies that have announced a material change or in companies that BlackRock expects to undergo a material change.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BILPX	BlackRock Event Driven Equity Fund Institutional Shares	Institutional	Open			Dec 19, 2007	$4.35B	1.260%	Average	$2M	−$295.11M
BALPX	BlackRock Event Driven Equity Fund Investor A Shares	Front Load	Open			Dec 19, 2007	$96.07M	1.510%	Average	$1,000	−$8.27M
BCLPX	BlackRock Event Driven Equity Fund Investor C Shares	Level Load	Open			Dec 19, 2007	$14.95M	2.270%	Average	$1,000	−$3.94M

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