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BlackRock All-Cap Engy & Res Svc (BACSX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock All-Cap Engy & Res Svc (BACSX) Fund

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

 

Graph of BlackRock All-Cap Engy & Res Svc Fund (BACSX) ManagerFund Manager - Poppy Allonby

Fund Manager Information

Fund Manager Tenure: 7.4 years
Similar Funds: BACAX  BACBX  BACCX  BACIX 
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 Svc Fund (BACSX) ProfileBlackRock All-Cap Engy & Res Svc Fund (BACSX) Profile

Fund Profile and Description

BlackRock All-Cap Engy & Res Svc Fund seeks long-term capital growth. BlackRock All-Cap Engy & Res Svc 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 Svc Fund is non-diversified.

 

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

Data for BlackRock All-Cap Engy & Res Svc Fund (BACSX) as of May 30, 2016

  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) management has been with BlackRock All-Cap Engy & Res Svc Fund for 7.4 years
  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) has good mid-term performance (3-year return -7.77% vs -8.06% Equity Energy category median performance)
  • Asset base in BlackRock All-Cap Engy & Res Svc Fund (BACSX) 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 Svc Fund (BACSX) 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 Svc management does not trade extensively for its return.
  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.81, lower than category average of 23.64
  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) has a lower expense ratio than its Equity Energy average: 1.38% vs 1.47%

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

Data for BlackRock All-Cap Engy & Res Svc Fund (BACSX) as of May 30, 2016

  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) has a less-than-ideal short-term performance (1-year return -20.04% vs -17.59% Equity Energy category median performance)
  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) has a less-than-ideal Long-term performance (5-year return -9.43% vs -6.65% Equity Energy category median performance)
  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) ratio of up-years vs down years can be improved
  • BlackRock All-Cap Engy & Res Svc Fund (BACSX) has a Morningstar rating of 3 and below
  • Even though BlackRock All-Cap Engy & Res Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See BlackRock All-Cap Engy & Res Svc Fund (BACSX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock All-Cap Engy & Res Svc Fund (BACSX)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 Svc11.21-20.04-7.77-9.43
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 Svc Fund (BACSX)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 Svc Fund (BACSX) Net Asset TrackingBlackRock All-Cap Engy & Res Svc (BACSX) Fund Net Asset

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

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 Svc Fund (BACSX)

  

Graph of BlackRock All-Cap Engy & Res Svc Fund (BACSX) Portfolio TrackingBlackRock All-Cap Engy & Res Svc (BACSX) Fund Portfolio Allocation

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

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 Svc Fund (BACSX)

 

graph of BlackRock All-Cap Engy & Res Svc Fund (BACSX) Top 10 Position TrackingTop 10 Holdings in BlackRock All-Cap Engy & Res Svc (BACSX) Fund

Discover what BlackRock All-Cap Engy & Res Svc Fund (BACSX) 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 Svc Fund (BACSX)

  

Latest News on BlackRock All-Cap Engy & Res Svc (BACSX) Fund

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BlackRock All-Cap Engy & Res Svc Fund (BACSX) Related ResourcesSee more information on BlackRock All-Cap Engy & Res Svc (BACSX) Fund

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