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BlackRock Event Driven Equity Instl (BILPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Event Driven Equity Instl (BILPX) Fund

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

 

Graph of BlackRock Event Driven Equity Instl Fund (BILPX) ManagerFund Manager - Mark McKenna

Fund Manager Information

Fund Manager Tenure: 4.0 years
Fund Family: BlackRock
Fund Category: Market Neutral
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of BlackRock Event Driven Equity Instl Fund (BILPX) ProfileBlackRock Event Driven Equity Instl Fund (BILPX) Profile

Fund Profile and Description

BlackRock Event Driven Equity Instl Fund seeks long term capital growth. BlackRock Event Driven Equity Instl Fund managers establish long and short positions in a diversified portfolio of equity securities issued primarily by large cap companies located in the United States. Large cap companies are companies that at the time of purchase have a market capitalization equal to or greater than the top 80% of the companies that comprise the Russell 1000® Index. It normally holds long positions in equity securities representing up to 130% of its assets and approximately 30% of its assets in short positions.

 

BlackRock Event Driven Equity Instl (BILPX) Fund Strength What we like about BlackRock Event Driven Equity Instl (BILPX) Fund

Data for BlackRock Event Driven Equity Instl Fund (BILPX) as of May 30, 2016

  • BlackRock Event Driven Equity Instl Fund (BILPX) management has been with BlackRock Event Driven Equity Instl Fund for 4.0 years
  • BlackRock Event Driven Equity Instl Fund (BILPX) has good short-term performance (1-year return 0.48% vs -0.96% Market Neutral category median performance)
  • BlackRock Event Driven Equity Instl Fund (BILPX) has good mid-term performance (3-year return 8.34% vs 0.90% Market Neutral category median performance)
  • BlackRock Event Driven Equity Instl Fund (BILPX) has good Long-term performance (5-year return 8.48% vs 0.81% Market Neutral category median performance)
  • BlackRock Event Driven Equity Instl Fund (BILPX) ratio of up-years vs down years is greater than 2
  • BlackRock Event Driven Equity Instl Fund (BILPX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock Event Driven Equity Instl Fund (BILPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Event Driven Equity Instl Fund (BILPX) has an annual stock turnover rate of 81.00% vs Market Neutral average of 187.85%. It is good that BlackRock Event Driven Equity Instl management does not trade extensively for its return.
  • BlackRock Event Driven Equity Instl Fund (BILPX) has a lower expense ratio than its Market Neutral average: 1.38% vs 1.73%
  • BlackRock Event Driven Equity Instl Fund (BILPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Event Driven Equity Instl Fund (BILPX) Weakness What we are cautious about BlackRock Event Driven Equity Instl (BILPX) Fund

Data for BlackRock Event Driven Equity Instl Fund (BILPX) as of May 30, 2016

  • BlackRock Event Driven Equity Instl Fund (BILPX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.85 that is higher than category average of 3.93
See BlackRock Event Driven Equity Instl Fund (BILPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Event Driven Equity Instl Fund (BILPX)Compare with other top Market Neutral category mutual funds

Aadditional top Market Neutral mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Event Driven Equity Instl1.860.488.348.48
Calamos Market Neutral Income I (CMNIX)1.740.802.953.39Compare
Gabelli ABC AAA (GABCX)1.091.632.172.63Compare
Calamos Market Neutral Income R (CVSRX)1.520.302.462.87Compare

See top fund managers for Market Neutral Category Funds

 

Compare BlackRock Event Driven Equity Instl Fund (BILPX)Compare with Market Neutral category ETFs

Some Market Neutral ETFs for your consideration

ETFYear to DateOne YearThree Year
QuantShares US Market Neut Momentum (MOM)-7.74%2.74%1.57%
IQ Merger Arbitrage ETF (MNA)000
QuantShares US Market Neut Anti-Beta (BTAL)000
ProShares RAFI Long/Short (RALS)1.18%-2.53%-0.87%

 

Graph of BlackRock Event Driven Equity Instl Fund (BILPX) Net Asset TrackingBlackRock Event Driven Equity Instl (BILPX) Fund Net Asset

Track net asset change of BlackRock Event Driven Equity Instl fund (BILPX)

DateNet Asset
05/2016$101.72M
03/2016$91.54M
02/2016$77.72M
More historic net asset information on BlackRock Event Driven Equity Instl Fund (BILPX)

  

Graph of BlackRock Event Driven Equity Instl Fund (BILPX) Portfolio TrackingBlackRock Event Driven Equity Instl (BILPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Event Driven Equity Instl fund (BILPX)

DateCashStockBondOther
04/201646.27%51.8%1.81%0.02%
02/201644.22%54.28%1.22%0.28%
01/201643.7%55.01%1.27%0.03%
Click here to see more historic asset allocation information on BlackRock Event Driven Equity Instl Fund (BILPX)

 

graph of BlackRock Event Driven Equity Instl Fund (BILPX) Top 10 Position TrackingTop 10 Holdings in BlackRock Event Driven Equity Instl (BILPX) Fund

Discover what BlackRock Event Driven Equity Instl Fund (BILPX) manager is buying

Apr 29, 2016
SABMiller PLC [13.59%]
Time Warner Cable Inc Common St [12.89%]
Starwood Hotels & Resorts World [9.78%]
Airgas, Inc. Common Stock [7.58%]
Marriott International [7.24%]
Charter Communications Inc A [6.91%]
EMC Corporation Common Stock [6.3%]
Baxalta Incorporated Common Sto [5.51%]
Humana Inc. Common Stock [5.36%]
Dreamworks Animation SKG, Inc. [4.5%]

Feb 28, 2016
Time Warner Cable Inc Common St [9.65%]
SABMiller PLC [8.5%]
Pfizer, Inc. Common Stock [8.09%]
Airgas, Inc. Common Stock [7.52%]
Cameron International Corporati [6.77%]
Allergan plc Ordinary Shares [6.69%]
EMC Corporation Common Stock [6.34%]
Humana Inc. Common Stock [5.81%]
Schlumberger N.V. Common Stock [5.33%]
Heartland Payment Systems, Inc. [5.25%]

Jan 30, 2016
Time Warner Cable Inc Common St [9.58%]
Broadcom Corporation [9.28%]
PartnerRe Ltd. Common Stock [8.71%]
BG Group PLC [7.91%]
Humana Inc. Common Stock [7.21%]
Cameron International Corporati [7.16%]
Amlin PLC [6.74%]
Keurig Green Mountain, Inc. [6.25%]
National Penn Bancshares, Inc. [6.1%]
Health Net Inc. Common Stock [5.99%]
Click here for Stock Holding Change Map in BlackRock Event Driven Equity Instl Fund (BILPX)

  

Latest News on BlackRock Event Driven Equity Instl (BILPX) Fund

See what is happening with BlackRock Event Driven Equity Instl Fund (BILPX)

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BlackRock Event Driven Equity Instl Fund (BILPX) Related ResourcesSee more information on BlackRock Event Driven Equity Instl (BILPX) Fund

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