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BlackRock Tactical Opportunities Service PCBSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis PCBSX

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

  • People Pillar

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

Combination of discretionary and systematic.

Director Simon Scott

Simon Scott

Director

Summary

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.

by Simon Scott
Rated on Published on

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