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BlackRock International Opp Instl (BISIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock International Opp Instl (BISIX) Fund

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

 

Graph of BlackRock International Opp Instl Fund (BISIX) ManagerFund Manager - Thomas Callan

Fund Manager Information

Fund Manager Tenure: 20.0 years
Fund Family: BlackRock
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Callan, CFA, managing director and senior portfolio manager, is head of BlackRock's Global Opportunities equity team. He is architect of the team's investment process, leads the team's Investment Strategy Group, and provides portfolio and risk management oversight for all of the team's products. Prior to joining BlackRock in 1996, Callan was with the PNC Asset Mgmt Group, which he joined in 1992. Callan earned a BA degree in economics, with honors, from Boston College in 1981.  Get more insights on Thomas Callan

 

Graph of BlackRock International Opp Instl Fund (BISIX) ProfileBlackRock International Opp Instl Fund (BISIX) Profile

Fund Profile and Description

BlackRock International Opp Instl Fund seeks long-term capital appreciation. BlackRock International Opp Instl Fund normally invests at least 80% of net assets in equity securities issued by foreign companies of any market capitalization. It may invest up to 30% of net assets in stocks of issuers in emerging market countries. BlackRock International Opp Instl Fund primarily buys common stock but can also invest in preferred stock and securities convertible into common and preferred stock. It may invest in shares of companies through initial public offerings (IPOs) and in derivative instruments.

 

BlackRock International Opp Instl (BISIX) Fund Strength What we like about BlackRock International Opp Instl (BISIX) Fund

Data for BlackRock International Opp Instl Fund (BISIX) as of May 30, 2016

  • BlackRock International Opp Instl Fund (BISIX) management has been with BlackRock International Opp Instl Fund for 20.0 years
  • BlackRock International Opp Instl Fund (BISIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.45, lower than category average of 12.81
  • BlackRock International Opp Instl Fund (BISIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock International Opp Instl Fund (BISIX) Weakness What we are cautious about BlackRock International Opp Instl (BISIX) Fund

Data for BlackRock International Opp Instl Fund (BISIX) as of May 30, 2016

  • BlackRock International Opp Instl Fund (BISIX) has a less-than-ideal short-term performance (1-year return -11.83% vs -10.09% Foreign Large Blend category median performance)
  • BlackRock International Opp Instl Fund (BISIX) has a less-than-ideal mid-term performance (3-year return -0.46% vs 1.82% Foreign Large Blend category median performance)
  • BlackRock International Opp Instl Fund (BISIX) has a less-than-ideal Long-term performance (5-year return 0.67% vs 1.53% Foreign Large Blend category median performance)
  • BlackRock International Opp Instl Fund (BISIX) ratio of up-years vs down years can be improved
  • BlackRock International Opp Instl Fund (BISIX) has a Morningstar rating of 3 and below
  • BlackRock International Opp Instl Fund (BISIX) is less safe compared to its Foreign Large Blend peers
  • BlackRock International Opp Instl Fund (BISIX) has an annual stock turnover rate of 66.00% that is higher than the Foreign Large Blend average of 44.90%. This could mean BlackRock International Opp Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock International Opp Instl Fund (BISIX) does not have a good risk adjusted return as its 3-year Alpha of -0.64 is worse than category average of 0.9, and its 3-year Sharpe ratio is 0.02
See BlackRock International Opp Instl Fund (BISIX) performance details as of May 30, 2016

 

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Compare BlackRock International Opp Instl Fund (BISIX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock International Opp Instl-0.96-11.83-0.460.67
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare BlackRock International Opp Instl Fund (BISIX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of BlackRock International Opp Instl Fund (BISIX) Net Asset TrackingBlackRock International Opp Instl (BISIX) Fund Net Asset

Track net asset change of BlackRock International Opp Instl fund (BISIX)

DateNet Asset
05/2016$834.68M
03/2016$864.76M
02/2016$823.29M
More historic net asset information on BlackRock International Opp Instl Fund (BISIX)

  

Graph of BlackRock International Opp Instl Fund (BISIX) Portfolio TrackingBlackRock International Opp Instl (BISIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock International Opp Instl fund (BISIX)

DateCashStockBondOther
04/20169.12%88.41%0%2.47%
02/201614.1%83.49%0%2.41%
01/201612.06%85.21%0%2.74%
Click here to see more historic asset allocation information on BlackRock International Opp Instl Fund (BISIX)

 

graph of BlackRock International Opp Instl Fund (BISIX) Top 10 Position TrackingTop 10 Holdings in BlackRock International Opp Instl (BISIX) Fund

Discover what BlackRock International Opp Instl Fund (BISIX) manager is buying

Apr 29, 2016
ANHEUSER-BUSCH INBEV [2.73%]
NESTLE SA CHAM ET VE [2.47%]
AstraZeneca PLC [2.38%]
ROCHE HLDG AG DIV RT [2.26%]
Project Star - Series F Prvt [2.24%]
SUMITOMO MITSUI FINL [2.13%]
China Construction Bank Corp H [2.02%]
BAE Systems PLC [1.88%]
Unilever PLC [1.75%]
UNIBAIL-RODAMCO [1.74%]

Feb 28, 2016
SABMiller PLC [2.46%]
NESTLE SA CHAM ET VE [2.44%]
AstraZeneca PLC [2.28%]
ROCHE HLDG AG DIV RT [2.17%]
Project Star - Series F Prvt [2.16%]
BAE SYSTEMS ORD GBP [1.93%]
Anheuser-Busch Inbev SA [1.85%]
Unibail-Rodamco SE [1.75%]
Unilever PLC [1.74%]
ORANGE [1.67%]

Jan 30, 2016
AstraZeneca PLC [2.62%]
SABMiller PLC [2.42%]
NESTLE SA CHAM ET VE [2.41%]
ROCHE HLDG AG DIV RT [2.29%]
Project Star - Series F Prvt [2.13%]
BAE Systems PLC [1.95%]
Worldpay Group PLC [1.89%]
Anheuser-Busch Inbev SA [1.88%]
Cellnex Telecom SA [1.83%]
ORANGE [1.71%]
Click here for Stock Holding Change Map in BlackRock International Opp Instl Fund (BISIX)

  

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