Morningstar

BlackRock Event Driven Equity Fund Institutional Shares BILPX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $10.57  /  0.00
  • Fund Size $4.5B
  • Adjusted Expense Ratio 1.260%
  • Net Expense Ratio 1.190%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Event Driven
  • Alternative Style Box (Funds) High/Low
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.77%
  • Turnover Ratio 145%
NAV and 1-Day Return as of

Morningstar’s Analysis BILPX

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

  • People Pillar

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

Remains an event-driven favorite.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

BlackRock Event Driven Equity’s core strengths outweigh recent changes.

by Chris Tate
Rated on Published on

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Portfolio Holdings BILPX

More BILPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
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