BlackRock Tactical Opportunities offers a compelling approach to macro investing, where a lot of moving parts come together to form a conservative offering that avoids the big singular bets seen in the macro trading Morningstar Category. It receives a Morningstar Analyst Rating of Bronze for all share classes but the most expensive, which is rated Neutral.
BlackRock Tactical Opportunities Inv C BRBCX
- NAV / 1-Day Return 13.50 / −0.22 %
- Total Assets 1.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.840%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Macro Trading
- Alt Style Correlation / Relative Volatility Negative/Medium
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 10.56%
- Turnover 172%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:41 PM GMT+0
Morningstar’s Analysis BRBCX
Will BRBCX 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 −51.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash Offset | 59.55 | 1.0 Bil | — |
Long Gilt Jun 24 | 28.48 | 487.4 Mil | Government |
CASH COLLATERAL USD JPFFT | 9.22 | 157.7 Mil | Cash and Equivalents |
BlackRock Liquidity T-Fund Instl | 8.66 | 148.2 Mil | Cash and Equivalents |
AUD/USD Purchased | 8.02 | 137.3 Mil | Derivative |
EUR/USD Purchased | 5.34 | 91.4 Mil | Derivative |
United States Treasury Bills | 4.56 | 78.0 Mil | Government |
United States Treasury Bills | 4.52 | 77.4 Mil | Government |
CASH COLLATERAL USD XCITI | 3.96 | 67.8 Mil | Cash and Equivalents |
Microsoft Corp | 3.61 | 61.8 Mil | Technology |