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.
BlackRock Event Driven Equity Inv C BCLPX
- NAV / 1-Day Return 8.26 / 0.00
- Total Assets 5.4 Bil
-
Adj. Expense Ratio
- 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 Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0
Morningstar’s Analysis BCLPX
Will BCLPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |