Blackrock All Cap Energy Fund Quote

BACIX Fund  USD 13.73  0.02  0.15%   

Performance

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Odds Of Distress

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Blackrock All-cap is trading at 13.73 as of the 8th of January 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 13.75. Blackrock All-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 9th of December 2024 and ending today, the 8th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities . It will concentrate its investments in energy or natural resources companies. More on Blackrock All Cap Energy

Moving together with BLACKROCK Mutual Fund

  0.65MKECX Blackrock FundsPairCorr
  0.9MKDVX Blackrock Equity DividendPairCorr

Moving against BLACKROCK Mutual Fund

  0.38MKFOX Blackrock Large CapPairCorr
  0.31BRBCX Blackrock TacticalPairCorr

BLACKROCK Mutual Fund Highlights

Thematic IdeaEnergy Funds (View all Themes)
Fund ConcentrationBlackRock Funds, Large Value Funds, Equity Energy Funds, Energy Funds, Equity Energy, BlackRock, Large Value, Equity Energy (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of September 2022
Fiscal Year EndMay
Blackrock All Cap Energy [BACIX] is traded in USA and was established 8th of January 2025. Blackrock All-cap is listed under BlackRock category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of BlackRock family. The entity is thematically classified as Energy Funds. This fund currently has accumulated 373.68 M in assets under management (AUM) with minimum initial investment of 2 M. Blackrock All Cap is currently producing year-to-date (YTD) return of 2.25% with the current yeild of 0.03%, while the total return for the last 3 years was 15.86%.
Check Blackrock All-cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on BLACKROCK Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding BLACKROCK Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock All Cap Energy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Blackrock All Cap Energy Mutual Fund Constituents

COPConocoPhillipsStockEnergy
CVXChevron CorpStockEnergy
EOGEOG ResourcesStockEnergy
EQNREquinor ASA ADRStockEnergy
HALHalliburtonStockEnergy
HESHess CorporationStockEnergy
KMIKinder MorganStockEnergy
MPCMarathon Petroleum CorpStockEnergy
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Blackrock All Cap Risk Profiles

Blackrock All-cap Against Markets

Other Information on Investing in BLACKROCK Mutual Fund

Blackrock All-cap financial ratios help investors to determine whether BLACKROCK Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BLACKROCK with respect to the benefits of owning Blackrock All-cap security.
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