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Morningstar

BlackRock Event Driven Equity Inv C BCLPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.30  /  0.12 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    2.270%
  • Expense Ratio 2.270%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Event Driven
  • Alt Style Correlation / Relative Volatility High / Low
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 33%

USD | NAV as of Dec 09, 2023 | 1-Day Return as of Dec 09, 2023, 1:58 AM GMT+0

Morningstar’s Analysis BCLPX

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

People Pillar

The People Pillar is our evaluation of the BCLPX 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 BCLPX’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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Portfolio Holdings BCLPX

More BCLPX Holdings
  • Current Portfolio Date
  • Equity Holdings 189
  • Bond Holdings 31
  • Other Holdings 50
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

65.93
3,674,428,597
Cash and Equivalents

Seagen Inc Ordinary Shares

5.45
303,957,800
Healthcare

iShares iBoxx $ High Yield Corp Bd ETF

3.40
189,329,397
—

Howmet Aerospace Inc

3.23
179,805,005
Industrials

Splunk Inc

3.02
168,158,408
Technology

SPDR® Blmbg High Yield Bd ETF

2.68
149,427,786
—

Pioneer Natural Resources Co

2.54
141,433,030
Energy

VMware Inc Class A

2.35
130,828,510
Technology

Abcam PLC ADR

1.73
96,271,655
Healthcare

Albertsons Companies Inc Class A

1.55
86,605,351
Consumer Defensive