Mutual Fund Insights: BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

In-depth Analysis of BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

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See BlackRock All-Cap Engy & Resources Svc Fund (BACSX) performance details as of February 28, 2010

  

Last Trade: $13.35 on 3/19/2010, Change: -0.30 (-2.2%)

  

Fund Manager - Daniel J. J Rice, III

Fund Manager Tenure: 5.1 years   [Similar Funds: BACAX  BACBX  BACCX  BACIX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

Rice joined BlackRock following the merger with State Street Research & Management (SSRM) in 2005. Prior to joining BlackRock, Daniel J. J Rice, III had been a senior vice president and a portfolio manager of the State Street Research Global Resources Fund since its inception in March 1990. Daniel J. J Rice, III was employed by SSRM beginning in 1984.  Get more insights on Daniel J. J Rice, III

  

 What we like about BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

Data for BlackRock All-Cap Engy & Resources Svc Fund (BACSX) as of February 28, 2010

• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) management has been with BlackRock All-Cap Engy & Resources Svc Fund for 5.1 years
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) has good short-term performance (1-year return 73.19% vs 58.10 % Equity Energy category average)
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) has good mid-term performance (3-year return 3.47% vs 0.19 % Equity Energy category average)
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) has an annual stock turnover rate of 22.00% vs Equity Energy average of 108.30%. It is good that BlackRock All-Cap Engy & Resources Svc management does not trade extensively for its return.
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) has a lower management fee than its Equity Energy average: 1.35% vs 1.68%

  

 What we are cautious about BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

Data for BlackRock All-Cap Engy & Resources Svc Fund (BACSX) as of February 28, 2010

• BlackRock All-Cap Engy & Resources Svc Fund is a focused fund with 33.00% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) has a less-than-ideal Long-term performance (5-year return 10.50% vs 7.17 % Equity Energy category average)
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) ratio of up-years vs down years can be improved
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) has a Morningstar rating of 3 and below
• BlackRock All-Cap Engy & Resources Svc Fund (BACSX) is more volatile than its peers as it has a 3-year Standard Deviation of 36.38 that is higher than category average of 34.04
• Even though BlackRock All-Cap Engy & Resources Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See BlackRock All-Cap Engy & Resources Svc Fund (BACSX) performance details as of February 28, 2010

  

  

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BlackRock All-Cap Engy & Resources Svc Fund (BACSX) Net Asset

Track net asset change of BlackRock All-Cap Engy & Resources Svc fund (BACSX)

Date	Net Asset
02/2010	$723.47M
01/2010	$3.58M
11/2009	$3.48M

More historic net asset information on BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

  

BlackRock All-Cap Engy & Resources Svc Fund (BACSX) Portfolio Allocation

Track portfolio allocation change of BlackRock All-Cap Engy & Resources Svc fund (BACSX)

Date	Cash	Stock	Bond	Other
09/2009	5.36%	94.64%	0%	0%
06/2009	7.19%	92.81%	0%	0%
03/2009	0%	98.78%	0%	1.22%

Click here to see more historic asset allocation information on BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

  

Most Recent Top 10 Holdings in BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

Discover what BlackRock All-Cap Engy & Resources Svc Fund (BACSX) manager is buying

30-Sep-09 Blackrock Liquidity Funds Tempfund Portfolio [5.36%] CONS ENERGY INC [3.76%] FMC TECHNOLOGIES INC [3.23%] OCCIDENTAL PET [3.19%] APACHE CP [3.06%] RANGE RES CORP [2.92%] SOUTHWESTERN ENERGY [2.91%] MASSEY ENERGY CO [2.75%] SILVER WHEATON CORP [2.73%] EOG RESOURCES INC [2.69%]

30-Jun-09 Blackrock Liquidity Funds Tempfund Portfolio [7.19%] CONS ENERGY INC [3.29%] SOUTHWESTERN ENERGY [2.99%] RANGE RES CORP [2.76%] PETROLEO BRASILEIRO [2.67%] FMC TECHNOLOGIES INC [2.62%] OCCIDENTAL PET [2.61%] TRANSOCEAN LTD [2.48%] WEATHERFORD INTL LTD [2.42%] BHP BILLITON LIMITED [2.33%]

31-Mar-09 RANGE RES CORP [3.45%] CONS ENERGY INC [3.06%] POTASH CP SASKATCHEW [2.8%] OCCIDENTAL PET [2.76%] FMC TECHNOLOGIES INC [2.74%] BILL BARRETT CORP [2.7%] SOUTHWESTERN ENERGY [2.68%] BG Group PLC ADR [2.61%] SILVER WHEATON CORP [2.52%] HESS CP [2.51%]

Click here for Stock Holding Change Map in BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

  

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See more information on BlackRock All-Cap Engy & Resources Svc Fund (BACSX)

• BlackRock All-Cap Engy & Resources Svc Fund Insights
• BlackRock All-Cap Engy & Resources Svc Fund Performance Data
• BlackRock All-Cap Engy & Resources Svc Fund News
• BlackRock All-Cap Engy & Resources Svc Fund Score Explaination
• BlackRock All-Cap Engy & Resources Svc Fund Manager Information
• Historic BlackRock All-Cap Engy & Resources Svc Fund Asset Allocation Report
• Historic BlackRock All-Cap Engy & Resources Svc Fund Top 10 Holding Tracking
• Historic BlackRock All-Cap Engy & Resources Svc Fund Asset Under Management Tracking