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BlackRock Global Opportunities Instl (BROIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Global Opportunities Instl (BROIX) Fund

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

 

Graph of BlackRock Global Opportunities Instl Fund (BROIX) ManagerFund Manager - Thomas Callan

Fund Manager Information

Fund Manager Tenure: 14.5 years
Similar Funds: BROAX  BROCX 
Fund Family: BlackRock
Fund Category: World Stock
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 Global Opportunities Instl Fund (BROIX) ProfileBlackRock Global Opportunities Instl Fund (BROIX) Profile

Fund Profile and Description

BlackRock Global Opportunities Instl Fund seeks long-term capital appreciation. BlackRock Global Opportunities Instl Fund normally invests at least 75% of total assets in global equity securities of any market capitalization. It may invest the balance of the assets in issuers located outside of the U.S. BlackRock Global Opportunities Instl Fund may invest up to 25% of total assets in stocks of issuers in emerging market countries. It may also invest up to 25% of total assets in global fixed income securities including emerging market debt.

 

BlackRock Global Opportunities Instl (BROIX) Fund Strength What we like about BlackRock Global Opportunities Instl (BROIX) Fund

Data for BlackRock Global Opportunities Instl Fund (BROIX) as of May 30, 2016

  • BlackRock Global Opportunities Instl Fund (BROIX) management has been with BlackRock Global Opportunities Instl Fund for 14.5 years
  • BlackRock Global Opportunities Instl Fund (BROIX) ratio of up-years vs down years is greater than 2
  • BlackRock Global Opportunities Instl Fund (BROIX) has a lower expense ratio than its World Stock average: 1.06% vs 1.28%
  • BlackRock Global Opportunities Instl Fund (BROIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Global Opportunities Instl Fund (BROIX) Weakness What we are cautious about BlackRock Global Opportunities Instl (BROIX) Fund

Data for BlackRock Global Opportunities Instl Fund (BROIX) as of May 30, 2016

  • BlackRock Global Opportunities Instl Fund (BROIX) has a less-than-ideal short-term performance (1-year return -7.89% vs -5.49% World Stock category median performance)
  • BlackRock Global Opportunities Instl Fund (BROIX) has a less-than-ideal mid-term performance (3-year return 3.62% vs 5.54% World Stock category median performance)
  • BlackRock Global Opportunities Instl Fund (BROIX) has a less-than-ideal Long-term performance (5-year return 3.79% vs 5.54% World Stock category median performance)
  • BlackRock Global Opportunities Instl Fund (BROIX) has a Morningstar rating of 3 and below
  • BlackRock Global Opportunities Instl Fund (BROIX) is less safe compared to its World Stock peers
  • BlackRock Global Opportunities Instl Fund (BROIX) has an annual stock turnover rate of 64.00% that is higher than the World Stock average of 47.65%. This could mean BlackRock Global Opportunities Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Global Opportunities Instl Fund (BROIX) does not have a good risk adjusted return as its 3-year Alpha of 3.42 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.34
  • BlackRock Global Opportunities Instl Fund (BROIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.6 that is higher than category average of 12.23
See BlackRock Global Opportunities Instl Fund (BROIX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Global Opportunities Instl Fund (BROIX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Global Opportunities Instl-0.65-7.893.623.79
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare BlackRock Global Opportunities Instl Fund (BROIX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of BlackRock Global Opportunities Instl Fund (BROIX) Net Asset TrackingBlackRock Global Opportunities Instl (BROIX) Fund Net Asset

Track net asset change of BlackRock Global Opportunities Instl fund (BROIX)

DateNet Asset
05/2016$257.33M
03/2016$259.88M
02/2016$252.20M
More historic net asset information on BlackRock Global Opportunities Instl Fund (BROIX)

  

Graph of BlackRock Global Opportunities Instl Fund (BROIX) Portfolio TrackingBlackRock Global Opportunities Instl (BROIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Global Opportunities Instl fund (BROIX)

DateCashStockBondOther
04/20162.21%93.49%0%4.3%
02/20163.25%92.43%0%4.32%
01/20160.94%94.92%0%4.14%
Click here to see more historic asset allocation information on BlackRock Global Opportunities Instl Fund (BROIX)

 

graph of BlackRock Global Opportunities Instl Fund (BROIX) Top 10 Position TrackingTop 10 Holdings in BlackRock Global Opportunities Instl (BROIX) Fund

Discover what BlackRock Global Opportunities Instl Fund (BROIX) manager is buying

Apr 29, 2016
ANHEUSER-BUSCH INBEV [2.84%]
Alphabet Inc. [1.97%]
Unilever PLC [1.47%]
Apple Inc [1.39%]
Project Ride Pfd Prvt [1.39%]
Cellnex Telecom SA [1.37%]
Facebook, Inc. [1.33%]
Hartford Financial Services Gro [1.33%]
Mastercard Incorporated Common [1.33%]

Feb 28, 2016
ANHEUSER-BUSCH INBEV [2.46%]
Alphabet Inc. [2.26%]
Apple Inc. [1.72%]
Unilever PLC [1.58%]
Project Ride Pfd Prvt [1.51%]
Cellnex Telecom SA [1.42%]
Facebook, Inc. [1.38%]
Mastercard Incorporated Common [1.38%]
FirstEnergy Corporation Common [1.23%]

Jan 30, 2016
ANHEUSER-BUSCH INBEV [2.52%]
Alphabet Inc. [2.17%]
Cellnex Telecom SA [1.76%]
Worldpay Group PLC [1.61%]
Apple Inc. [1.56%]
Unilever PLC [1.55%]
Project Ride Pfd Prvt [1.45%]
Facebook, Inc. [1.38%]
Mastercard Incorporated Common [1.32%]
Click here for Stock Holding Change Map in BlackRock Global Opportunities Instl Fund (BROIX)

  

Latest News on BlackRock Global Opportunities Instl (BROIX) Fund

See what is happening with BlackRock Global Opportunities Instl Fund (BROIX)

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BlackRock Global Opportunities Instl Fund (BROIX) Related ResourcesSee more information on BlackRock Global Opportunities Instl (BROIX) Fund

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