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Mutual Fund Insights: BlackRock Global Financial Svcs Inv B Fund (MBFNX)

In-depth Analysis of BlackRock Global Financial Svcs Inv B Fund (MBFNX)

Mutual fund chart: BlackRock Global Financial Svcs Inv B Fund (MBFNX)

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See BlackRock Global Financial Svcs Inv B Fund (MBFNX) performance details as of January 31, 2010

  

    Last Trade: $7.52 on 3/19/2010, Change: -0.06 (-0.79%)

  

Fund ManagerFund Manager - Lisa Walker

Fund Manager Tenure: 1.0 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

  

What we like about BlackRock Global Financial Svcs Inv B Fund (MBFNX) What we like about BlackRock Global Financial Svcs Inv B Fund (MBFNX)

Data for BlackRock Global Financial Svcs Inv B Fund (MBFNX) as of January 31, 2010

  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) has good Long-term performance (5-year return -5.87% vs -5.96% Financial category average)
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) ratio of up-years vs down years is greater than 2
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) has an annual stock turnover rate of 75.00% vs Financial average of 202.44%. It is good that BlackRock Global Financial Svcs Inv B management does not trade extensively for its return.

  

What we are cautious about BlackRock Global Financial Svcs Inv B Fund (MBFNX) What we are cautious about BlackRock Global Financial Svcs Inv B Fund (MBFNX)

Data for BlackRock Global Financial Svcs Inv B Fund (MBFNX) as of January 31, 2010

  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) management has been with BlackRock Global Financial Svcs Inv B Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
  • BlackRock Global Financial Svcs Inv B Fund is a focused fund with 34.31% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) has a less-than-ideal short-term performance (1-year return 46.36% vs 49.15% Financial category average)
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) has a less-than-ideal mid-term performance (3-year return -18.38% vs -16.13% Financial category average)
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) has a Morningstar rating of 3 and below
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) does not have a good risk adjusted return as its 3-year Alpha of -7.07 is worse than category average of -6.43, and its 3-year Sharpe ratio is -0.59
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.83 that is higher than category average of 28.7
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) has a higher management fee of 2.42% than its Financial average of 1.76%
  • BlackRock Global Financial Svcs Inv B Fund (MBFNX) carries a 4.5% load
See BlackRock Global Financial Svcs Inv B Fund (MBFNX) performance details as of January 31, 2010

  

  

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BlackRock Global Financial Svcs Inv B Fund (MBFNX) Net Asset

Track net asset change of BlackRock Global Financial Svcs Inv B fund (MBFNX)

DateNet Asset
01/2010$4.04M
11/2009$4.32M
10/2009$4.29M
More historic net asset information on BlackRock Global Financial Svcs Inv B Fund (MBFNX)

  

BlackRock Global Financial Svcs Inv B Fund (MBFNX) Portfolio Allocation

Track portfolio allocation change of BlackRock Global Financial Svcs Inv B fund (MBFNX)

DateCashStockBondOther
11/20094.61%95.39%0%0%
08/20090.67%99.33%0%0%
05/20091.51%153%0%0%
Click here to see more historic asset allocation information on BlackRock Global Financial Svcs Inv B Fund (MBFNX)

  

Most Recent Top 10 Holdings in BlackRock Global Financial Svcs Inv B Fund (MBFNX)

Discover what BlackRock Global Financial Svcs Inv B Fund (MBFNX) manager is buying

30-Nov-09
HSBC Holdings PLC [5.06%]
WELLS FARGO & CO NEW [4.48%]
JP MORGAN CHASE CO [3.66%]
BK OF AMERICA CP [3.47%]
BANCO SANTANDER CHI [3.42%]
BANK OF NOVA SCOTIA [3.18%]
GOLDMAN SACHS GRP [3.01%]
DnB NOR [2.78%]
VISA INC. [2.72%]
CREDIT SUISSE GROUP [2.53%]

31-Aug-09
JP MORGAN CHASE CO [5.12%]
WELLS FARGO & CO NEW [4.74%]
HSBC HOLDINGS PLC [4.7%]
GOLDMAN SACHS GRP [3.96%]
BK OF AMERICA CP [3.88%]
DnB NOR [3.44%]
BANCO SANTANDER CHI [3.05%]
UBS AG (NEW) [2.93%]
BANK OF NOVA SCOTIA [2.83%]
Standard Parking Corporation [2.7%]

31-May-09
WELLS FARGO & CO NEW [4.97%]
JP MORGAN CHASE CO [4.22%]
HSBC HOLDINGS PLC [3.85%]
PROTECTED AB RTN S&P [3.14%]
GOLDMAN SACHS GRP [3.1%]
Standard Parking Corporation [2.93%]
ACE LTD [2.82%]
THE TRAVELERS CO [2.82%]
BANCO SANTANDER CHI [2.77%]
BANK OF NOVA SCOTIA [2.72%]
Click here for Stock Holding Change Map in BlackRock Global Financial Svcs Inv B Fund (MBFNX)

  

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