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BlackRock Event Driven Equity Inv C BCLPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.36  /  +0.12 %
  • Total Assets 5.5 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 1.72%
  • Turnover 33%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:16 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.

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 BCLPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

62.96 3.6 Bil
Cash and Equivalents

Pioneer Natural Resources Co

5.38 303.7 Mil
Energy

Splunk Inc

4.34 245.1 Mil
Technology

iShares iBoxx $ High Yield Corp Bd ETF

3.57 201.7 Mil

Hess Corp

3.55 200.2 Mil
Energy

Howmet Aerospace Inc

3.46 195.4 Mil
Industrials

Karuna Therapeutics Inc

3.08 173.9 Mil
Healthcare

SPDR® Blmbg High Yield Bd ETF

2.82 159.0 Mil

United States Steel Corp

2.64 149.2 Mil
Basic Materials

Catalent Inc

1.77 100.1 Mil
Healthcare