Morningstar

BlackRock Global Equity Market Neutral Fund K Shares BGCKX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $16.10  /  +0.31 %
  • Fund Size $17.3B
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Equity Market Neutral
  • Alternative Style Box (Funds) Low/Medium
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 8.48%
  • Turnover Ratio 113%
NAV and 1-Day Return as of

Morningstar’s Analysis BGCKX

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

  • People Pillar

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

Impressive results driven by a topnotch team, but questions around capacity persist.

Principal Francesco Paganelli

Francesco Paganelli

Principal

Summary

BlackRock Global Equity Market Neutral’s industry-leading quantitative team and robust yet flexible research process are its key attractions.

by Francesco Paganelli
Rated on Published on

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Portfolio Holdings BGCKX

More BGCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

12.49 2B
Government

United States Treasury Bills

7.58 1B
Government

United States Treasury Bills

7.24 1B
Government

United States Treasury Bills

7.07 1B
Government

United States Treasury Bills

6.50 927M
Government

United States Treasury Bills

6.15 877M
Government

United States Treasury Bills

5.64 805M
Government

United States Treasury Bills

5.51 786M
Government

United States Treasury Bills

4.02 573M
Government

United States Treasury Bills

3.76 536M
Government

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