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BlackRock Event Driven Equity Instl BILPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.98  /  +0.40 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Event Driven
  • Alt Style Correlation / Relative Volatility High/Low
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.97%
  • Turnover 33%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:21 AM GMT+0

Morningstar’s Analysis BILPX

Will BILPX 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 BILPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 4.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

61.37 3.4 Bil
Cash and Equivalents

Pioneer Natural Resources Co

6.20 342.7 Mil
Energy

Hess Corp

3.79 209.6 Mil
Energy

iShares iBoxx $ High Yield Corp Bd ETF

3.67 202.8 Mil

Howmet Aerospace Inc

3.63 200.9 Mil
Industrials

SPDR® Blmbg High Yield Bd ETF

2.89 160.0 Mil

United States Steel Corp

2.33 128.6 Mil
Basic Materials

Catalent Inc

1.93 107.0 Mil
Healthcare

Albertsons Companies Inc Class A

1.55 85.6 Mil
Consumer Defensive

Danaher Corp

1.36 75.1 Mil
Healthcare