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BlackRock All-Cap Engy & Res Investor A (BACAX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock All-Cap Engy & Res Investor A Fund (BACAX) ManagerFund Manager - Poppy Allonby

Fund Manager Information

Fund Manager Tenure: 6.5 years
Similar Funds: BACBX  BACCX  BACIX  BACSX 
Fund Family: BlackRock
Fund Category: Equity Energy
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of BlackRock All-Cap Engy & Res Investor A Fund (BACAX) ProfileBlackRock All-Cap Engy & Res Investor A Fund (BACAX) Profile

Fund Profile and Description

BlackRock All-Cap Engy & Res Investor A Fund seeks long-term capital growth. BlackRock All-Cap Engy & Res Investor A Fund invests at least 80% of the total assets in securities of global energy and natural resources companies and in companies of associated businesses, as well as utilities. It invests more than 25% of assets in energy or natural resources companies. The Fund may invest without limit in companies located anywhere in the world and generally invests in at least three countries and in companies tied economically to a number of countries. It invests primarily in developed markets, but may also invest in emerging markets. BlackRock All-Cap Engy & Res Investor A Fund is non-diversified.

 

BlackRock All-Cap Engy & Res Investor A (BACAX) Fund Strength What we like about BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

Data for BlackRock All-Cap Engy & Res Investor A Fund (BACAX) as of May 30, 2016

  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) management has been with BlackRock All-Cap Engy & Res Investor A Fund for 6.5 years
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has good mid-term performance (3-year return -7.78% vs -8.06% Equity Energy category median performance)
  • Asset base in BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has an annual stock turnover rate of 51.00% vs Equity Energy average of 84.48%. It is good that BlackRock All-Cap Engy & Res Investor A management does not trade extensively for its return.
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.8, lower than category average of 23.64
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has a lower expense ratio than its Equity Energy average: 1.38% vs 1.47%

BlackRock All-Cap Engy & Res Investor A Fund (BACAX) Weakness What we are cautious about BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

Data for BlackRock All-Cap Engy & Res Investor A Fund (BACAX) as of May 30, 2016

  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has a less-than-ideal short-term performance (1-year return -20.02% vs -17.59% Equity Energy category median performance)
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has a less-than-ideal Long-term performance (5-year return -9.46% vs -6.65% Equity Energy category median performance)
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) ratio of up-years vs down years can be improved
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) has a Morningstar rating of 3 and below
  • BlackRock All-Cap Engy & Res Investor A Fund (BACAX) carries a 5.25% load
See BlackRock All-Cap Engy & Res Investor A Fund (BACAX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock All-Cap Engy & Res Investor A Fund (BACAX)Compare with other top Equity Energy category mutual funds

Aadditional top Equity Energy mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock All-Cap Engy & Res Investor A11.27-20.02-7.78-9.46
Fidelity Advisor Energy A (FANAX)14.74-11.64-4.11-3.02Compare
Integrity Williston Bsn/Md-N Amer Stk A (ICPAX)11.37-19.02-4.63-2.39Compare
Vanguard Energy Adm (VGELX)17.07-9.68-4.51-3.47Compare

See top fund managers for Equity Energy Category Funds

 

Compare BlackRock All-Cap Engy & Res Investor A Fund (BACAX)Compare with Equity Energy category ETFs

Some Equity Energy ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Energy ETF (VDE)000
Guggenheim S&P 500 Equal Wt Energy ETF (RYE)000
PowerShares Dynamic Engy Explr&Prdtn ETF (PXE)000
Energy Select Sector SPDR ETF (XLE)000
SPDR S&P International Energy Sect ETF (IPW)000

 

Graph of BlackRock All-Cap Engy & Res Investor A Fund (BACAX) Net Asset TrackingBlackRock All-Cap Engy & Res Investor A (BACAX) Fund Net Asset

Track net asset change of BlackRock All-Cap Engy & Res Investor A fund (BACAX)

DateNet Asset
05/2016$128.85M
03/2016$128.35M
02/2016$117.07M
More historic net asset information on BlackRock All-Cap Engy & Res Investor A Fund (BACAX)

  

Graph of BlackRock All-Cap Engy & Res Investor A Fund (BACAX) Portfolio TrackingBlackRock All-Cap Engy & Res Investor A (BACAX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock All-Cap Engy & Res Investor A fund (BACAX)

DateCashStockBondOther
04/20163.37%96.63%0%0%
02/20163.45%96.55%0%0%
01/20162.55%97.45%0%0%
Click here to see more historic asset allocation information on BlackRock All-Cap Engy & Res Investor A Fund (BACAX)

 

graph of BlackRock All-Cap Engy & Res Investor A Fund (BACAX) Top 10 Position TrackingTop 10 Holdings in BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

Discover what BlackRock All-Cap Engy & Res Investor A Fund (BACAX) manager is buying

Apr 29, 2016
Exxon Mobil Corporation Common [11.12%]
Royal Dutch Shell PLC Class A [10.82%]
Schlumberger N.V. Common Stock [7.12%]
Chevron Corporation Common Stoc [6.36%]
ConocoPhillips Common Stock [5.1%]
Occidental Petroleum Corporatio [4.52%]
EOG Resources, Inc. Common Stoc [4.23%]
BP PLC [3.82%]
Pioneer Natural Resources Compa [3.27%]
Phillips 66 Common Stock [3.18%]

Feb 28, 2016
Royal Dutch Shell PLC Class A [10.45%]
Exxon Mobil Corporation Common [10.34%]
Schlumberger N.V. Common Stock [7.34%]
Chevron Corporation Common Stoc [6.67%]
ConocoPhillips Common Stock [4.83%]
Occidental Petroleum Corporatio [4.32%]
EOG Resources, Inc. Common Stoc [4.17%]
BP PLC [3.95%]
Phillips 66 Common Stock [3.77%]
Pioneer Natural Resources Compa [3.2%]

Jan 30, 2016
Exxon Mobil Corporation Common [9.81%]
Royal Dutch Shell PLC Class A [8.17%]
Schlumberger N.V. Common Stock [6.22%]
Chevron Corporation Common Stoc [6.19%]
BG Group PLC [5.25%]
ENBRIDGE INC [5.02%]
Occidental Petroleum Corporatio [4.98%]
BP PLC [4.8%]
ConocoPhillips Common Stock [4.79%]
EOG Resources, Inc. Common Stoc [4.71%]
Click here for Stock Holding Change Map in BlackRock All-Cap Engy & Res Investor A Fund (BACAX)

  

Latest News on BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

See what is happening with BlackRock All-Cap Engy & Res Investor A Fund (BACAX)

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BlackRock All-Cap Engy & Res Investor A Fund (BACAX) Related ResourcesSee more information on BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

Popular pages on BlackRock All-Cap Engy & Res Investor A (BACAX) Fund

  

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