Blckrk Lc Cr Fund Quote
| BALPX Fund | USD 9.63 0.02 0.21% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Blckrk Lc is trading at 9.63 as of the 30th of January 2025; that is 0.21% down since the beginning of the trading day. The fund's open price was 9.65. Blckrk Lc has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
Normally, the fund invests at least 80 percent of its net assets in equity securities and related derivative instruments with similar economic characteristics. It seeks to achieve its investment objective by employing an event driven strategy, primarily investing in companies that have announced a material change or in companies that the advisor expects to undergo a material change. More on Blckrk Lc Cr
Blckrk Mutual Fund Highlights
| Fund Concentration | BlackRock Funds, Large Funds, Event Driven Funds, Event Driven, BlackRock, Large, Event Driven (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Blckrk Lc Cr [BALPX] is traded in USA and was established 30th of January 2025. Blckrk Lc is listed under BlackRock category by Fama And French industry classification. The fund is listed under Event Driven category and is part of BlackRock family. This fund currently has accumulated 6.72 B in assets under management (AUM) with no minimum investment requirementsBlckrk Lc Cr is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.01%, while the total return for the last 3 years was 3.05%.
Check Blckrk Lc 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 Blckrk 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 Blckrk 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 Blckrk Lc Cr 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 Blckrk Lc Cr Mutual Fund Constituents
| SCHW | Charles Schwab Corp | Stock | Financials | |
| QGEN | Qiagen NV | Stock | Health Care | |
| SYT | SYLA Technologies Co, | Stock | Information Technology | |
| CA | Xtrackers California Municipal | Etf | Muni California Intermediate | |
| FCA | First Trust China | Etf | China Region | |
| STI | Solidion Technology | Stock | Industrials | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| VR | VR | Etf | Communications |
Blckrk Lc Cr Risk Profiles
| Mean Deviation | 0.1323 | |||
| Semi Deviation | 0.1393 | |||
| Standard Deviation | 0.1885 | |||
| Variance | 0.0355 |
Blckrk Lc Against Markets
Other Information on Investing in Blckrk Mutual Fund
Blckrk Lc financial ratios help investors to determine whether Blckrk 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 Blckrk with respect to the benefits of owning Blckrk Lc security.
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