Morningstar

BlackRock Real Estate Securities Fund Investor C Shares BCREX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $15.74  /  +0.90 %
  • Fund Size $424.0M
  • Adjusted Expense Ratio 1.750%
  • Net Expense Ratio 1.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.91%
  • Turnover Ratio 129%
NAV and 1-Day Return as of

Morningstar’s Analysis BCREX

Will BCREX outperform in the 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 BCREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCREX 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 BCREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Real Estate Securities Inv C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BCREX

More BCREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.56 42M
Real Estate

Welltower Inc

8.36 36M
Real Estate

Equinix Inc

6.30 27M
Real Estate

American Tower Corp

6.15 27M
Real Estate

Digital Realty Trust Inc

5.69 25M
Real Estate

Public Storage

4.36 19M
Real Estate

American Healthcare REIT Inc Ordinary Shares

3.68 16M
Real Estate

W.P. Carey Inc

3.50 15M
Real Estate

Vivmark Residential

3.50 15M
Real Estate

BlackRock Liquidity T-Fund Instl

3.45 15M
Cash and Equivalents

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