Mutual Fund Insights: BlackRock Utilities & Telecom B1 Fund (MBGUX)

In-depth Analysis of BlackRock Utilities & Telecom B1 Fund (MBGUX)

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See BlackRock Utilities & Telecom B1 Fund (MBGUX) performance details as of January 31, 2010

  

Last Trade: $10.99 on 3/18/2010, Change: -0.07 (-0.63%)

  

Fund Manager - Kathleen Anderson

Fund Manager Tenure: 7.2 years
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)

Anderson's service with the firm dates back to 1993, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, she served several roles, including analyst and portfolio manager for the Utility and Telecommunications Fund and associate portfolio manager for the Equity Dividend Fund. Prior to joining MLIM, Ms. Anderson served as a research associate at Chancellor Capital Management (formerly Citigroup Investment Management) from 1983 until 1993.  Get more insights on Kathleen Anderson

  

 What we like about BlackRock Utilities & Telecom B1 Fund (MBGUX)

Data for BlackRock Utilities & Telecom B1 Fund (MBGUX) as of January 31, 2010

• BlackRock Utilities & Telecom B1 Fund (MBGUX) management has been with BlackRock Utilities & Telecom B1 Fund for 7.2 years
• BlackRock Utilities & Telecom B1 Fund (MBGUX) ratio of up-years vs down years is greater than 2
• BlackRock Utilities & Telecom B1 Fund (MBGUX) has an annual stock turnover rate of 30.00% vs Utilities average of 108.07%. It is good that BlackRock Utilities & Telecom B1 management does not trade extensively for its return.
• BlackRock Utilities & Telecom B1 Fund (MBGUX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.38, lower than category average of 18.85

  

 What we are cautious about BlackRock Utilities & Telecom B1 Fund (MBGUX)

Data for BlackRock Utilities & Telecom B1 Fund (MBGUX) as of January 31, 2010

• BlackRock Utilities & Telecom B1 Fund is a focused fund with 35.15% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• BlackRock Utilities & Telecom B1 Fund (MBGUX) has a less-than-ideal short-term performance (1-year return 10.58% vs 15.37% Utilities category average)
• BlackRock Utilities & Telecom B1 Fund (MBGUX) has a less-than-ideal mid-term performance (3-year return -4.76% vs -4.27% Utilities category average)
• BlackRock Utilities & Telecom B1 Fund (MBGUX) has a less-than-ideal Long-term performance (5-year return 4.29% vs 4.68% Utilities category average)
• BlackRock Utilities & Telecom B1 Fund (MBGUX) has a Morningstar rating of 3 and below
• BlackRock Utilities & Telecom B1 Fund (MBGUX) is less safe compared to its Utilities peers
• BlackRock Utilities & Telecom B1 Fund (MBGUX) does not have a good risk adjusted return as its 3-year Alpha of 0.35 is worse than category average of 1.07, and its 3-year Sharpe ratio is -0.28
• BlackRock Utilities & Telecom B1 Fund (MBGUX) has a higher management fee of 1.95% than its Utilities average of 1.40%
• BlackRock Utilities & Telecom B1 Fund (MBGUX) carries a 4% load

See BlackRock Utilities & Telecom B1 Fund (MBGUX) performance details as of January 31, 2010

  

  

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BlackRock Utilities & Telecom B1 Fund (MBGUX) Net Asset

Track net asset change of BlackRock Utilities & Telecom B1 fund (MBGUX)

Date	Net Asset
01/2010	$2.59M
11/2009	$2.84M
10/2009	$3.07M

More historic net asset information on BlackRock Utilities & Telecom B1 Fund (MBGUX)

  

BlackRock Utilities & Telecom B1 Fund (MBGUX) Portfolio Allocation

Track portfolio allocation change of BlackRock Utilities & Telecom B1 fund (MBGUX)

Date	Cash	Stock	Bond	Other
10/2009	1.71%	98.26%	0.02%	0%
08/2009	4.3%	95.68%	0.02%	0%
05/2009	5.84%	113.58%	0.04%	0%

Click here to see more historic asset allocation information on BlackRock Utilities & Telecom B1 Fund (MBGUX)

  

Most Recent Top 10 Holdings in BlackRock Utilities & Telecom B1 Fund (MBGUX)

Discover what BlackRock Utilities & Telecom B1 Fund (MBGUX) manager is buying

31-Oct-09 F P L GROUP INC [4.01%] AT&T INC. [3.81%] VERIZON COMMUN [3.76%] NRG ENERGY INC [3.59%] ENTERGY CP [3.54%] SOUTHERN CO [3.52%] DOMINION RES NEW [3.4%] AMER ELECTRIC POW CO [3.39%] PUB ENTRPR GP [3.34%] PPL CORP [2.79%]

31-Aug-09 F P L GROUP INC [4.4%] NRG ENERGY INC [4.02%] VERIZON COMMUN [3.78%] AT&T INC. [3.7%] ENTERGY CP [3.49%] PUB ENTRPR GP [3.4%] AMER ELECTRIC POW CO [3.38%] SOUTHERN CO [3.37%] DOMINION RES NEW [3.16%] PPL CORP [2.67%]

31-May-09 F P L GROUP INC [4.62%] PUB ENTRPR GP [4.32%] VERIZON COMMUN [3.72%] AT&T INC. [3.68%] NRG ENERGY INC [3.51%] PPL CORP [3.5%] SOUTHERN CO [3.21%] ENTERGY CP [3.14%] AMER ELECTRIC POW CO [2.95%] FIRSTENERGY CP [2.27%]

Click here for Stock Holding Change Map in BlackRock Utilities & Telecom B1 Fund (MBGUX)

  

Related books and products to BlackRock Utilities & Telecom B1 Fund (MBGUX)

  

Latest News on BlackRock Utilities & Telecom B1 (MBGUX)

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Books and Resources

 

 

See more information on BlackRock Utilities & Telecom B1 Fund (MBGUX)

• BlackRock Utilities & Telecom B1 Fund Insights
• BlackRock Utilities & Telecom B1 Fund Performance Data
• BlackRock Utilities & Telecom B1 Fund News
• BlackRock Utilities & Telecom B1 Fund Score Explaination
• BlackRock Utilities & Telecom B1 Fund Manager Information
• Historic BlackRock Utilities & Telecom B1 Fund Asset Allocation Report
• Historic BlackRock Utilities & Telecom B1 Fund Top 10 Holding Tracking
• Historic BlackRock Utilities & Telecom B1 Fund Asset Under Management Tracking