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BlackRock Energy & Resources Inv C (SSGDX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Energy & Resources Inv C (SSGDX) Fund

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

 

Graph of BlackRock Energy & Resources Inv C Fund (SSGDX) ManagerFund Manager - Poppy Allonby

Fund Manager Information

Fund Manager Tenure: 6.9 years
Similar Funds: SSGPX  SSGRX 
Fund Family: BlackRock
Fund Category: Equity Energy
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

 

Graph of BlackRock Energy & Resources Inv C Fund (SSGDX) ProfileBlackRock Energy & Resources Inv C Fund (SSGDX) Profile

Fund Profile and Description

BlackRock Energy & Resources Inv C Fund seeks long-term growth of capital. BlackRock Energy & Resources Inv C Fund invests at least 80% of total assets in securities of global energy and natural resources companies and companies in associated businesses, as well as utilities. It may invest without limit in companies located anywhere in the world and generally invests in at least three countries and in companies tied economically to a number of countries. BlackRock Energy & Resources Inv C Fund invests primarily in developed markets, but may also invest in emerging markets. It invests up to 20% of total assets in other U.S. and foreign investments. BlackRock Energy & Resources Inv C Fund is non-diversified.

 

BlackRock Energy & Resources Inv C (SSGDX) Fund Strength What we like about BlackRock Energy & Resources Inv C (SSGDX) Fund

Data for BlackRock Energy & Resources Inv C Fund (SSGDX) as of May 30, 2016

  • BlackRock Energy & Resources Inv C Fund (SSGDX) management has been with BlackRock Energy & Resources Inv C Fund for 6.9 years
  • Asset base in BlackRock Energy & Resources Inv C Fund (SSGDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Energy & Resources Inv C Fund (SSGDX) has an annual stock turnover rate of 55.00% vs Equity Energy average of 84.48%. It is good that BlackRock Energy & Resources Inv C management does not trade extensively for its return.

BlackRock Energy & Resources Inv C Fund (SSGDX) Weakness What we are cautious about BlackRock Energy & Resources Inv C (SSGDX) Fund

Data for BlackRock Energy & Resources Inv C Fund (SSGDX) as of May 30, 2016

  • BlackRock Energy & Resources Inv C Fund (SSGDX) has a less-than-ideal short-term performance (1-year return -28.85% vs -17.59% Equity Energy category median performance)
  • BlackRock Energy & Resources Inv C Fund (SSGDX) has a less-than-ideal mid-term performance (3-year return -16.53% vs -8.06% Equity Energy category median performance)
  • BlackRock Energy & Resources Inv C Fund (SSGDX) has a less-than-ideal Long-term performance (5-year return -16.10% vs -6.65% Equity Energy category median performance)
  • BlackRock Energy & Resources Inv C Fund (SSGDX) ratio of up-years vs down years can be improved
  • BlackRock Energy & Resources Inv C Fund (SSGDX) has a Morningstar rating of 3 and below
  • BlackRock Energy & Resources Inv C Fund (SSGDX) is less safe compared to its Equity Energy peers
  • BlackRock Energy & Resources Inv C Fund (SSGDX) does not have a good risk adjusted return as its 3-year Alpha of -22.67 is worse than category average of -13.99, and its 3-year Sharpe ratio is -0.5
  • BlackRock Energy & Resources Inv C Fund (SSGDX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.15 that is higher than category average of 23.64
  • BlackRock Energy & Resources Inv C Fund (SSGDX) has a higher expense ratio of 2.09% than its Equity Energy average of 1.47%
  • BlackRock Energy & Resources Inv C Fund (SSGDX) carries a 1% load
See BlackRock Energy & Resources Inv C Fund (SSGDX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Energy & Resources Inv C Fund (SSGDX)Compare with other top Equity Energy category mutual funds

Aadditional top Equity Energy mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Energy & Resources Inv C16.31-28.85-16.53-16.10
Fidelity Advisor Energy A (FANAX)14.74-11.64-4.11-3.02Compare
Integrity Williston Bsn/Md-N Amer Stk A (ICPAX)11.37-19.02-4.63-2.39Compare
Vanguard Energy Adm (VGELX)17.07-9.68-4.51-3.47Compare

See top fund managers for Equity Energy Category Funds

 

Compare BlackRock Energy & Resources Inv C Fund (SSGDX)Compare with Equity Energy category ETFs

Some Equity Energy ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Energy ETF (VDE)000
Guggenheim S&P 500 Equal Wt Energy ETF (RYE)000
PowerShares Dynamic Engy Explr&Prdtn ETF (PXE)000
Energy Select Sector SPDR ETF (XLE)000
SPDR S&P International Energy Sect ETF (IPW)000

 

Graph of BlackRock Energy & Resources Inv C Fund (SSGDX) Net Asset TrackingBlackRock Energy & Resources Inv C (SSGDX) Fund Net Asset

Track net asset change of BlackRock Energy & Resources Inv C fund (SSGDX)

DateNet Asset
05/2016$265.61M
03/2016$238.84M
02/2016$204.35M
More historic net asset information on BlackRock Energy & Resources Inv C Fund (SSGDX)

  

Graph of BlackRock Energy & Resources Inv C Fund (SSGDX) Portfolio TrackingBlackRock Energy & Resources Inv C (SSGDX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Energy & Resources Inv C fund (SSGDX)

DateCashStockBondOther
04/20162.84%97.11%0%0.05%
02/20162.12%97.8%0%0.07%
01/20162.41%97.52%0%0.07%
Click here to see more historic asset allocation information on BlackRock Energy & Resources Inv C Fund (SSGDX)

 

graph of BlackRock Energy & Resources Inv C Fund (SSGDX) Top 10 Position TrackingTop 10 Holdings in BlackRock Energy & Resources Inv C (SSGDX) Fund

Discover what BlackRock Energy & Resources Inv C Fund (SSGDX) manager is buying

Apr 29, 2016
EQT Corporation Common Stock [6.16%]
Cimarex Energy Co Common Stock [5.85%]
ENBRIDGE INC [5.55%]
Marathon Oil Corporation Common [5.45%]
Cairn Energy PLC [5.14%]
Hess Corporation Common Stock [4.52%]
Cabot Oil & Gas Corporation Com [4.36%]
Helmerich & Payne, Inc. Common [3.93%]
ENCANA CORP. [3.92%]
OIL SEARCH LTD ORD [3.79%]

Feb 28, 2016
ENBRIDGE INC [6.75%]
EQT Corporation Common Stock [6.71%]
Cimarex Energy Co Common Stock [5.94%]
Cairn Energy PLC [5.12%]
Cabot Oil & Gas Corporation Com [4.81%]
Hess Corporation Common Stock [4.53%]
Cameron International Corporati [4.4%]
OIL SEARCH LTD ORD [4.17%]
Helmerich & Payne, Inc. Common [3.96%]
Gulfport Energy Corporation [3.82%]

Jan 30, 2016
ENBRIDGE INC [7.93%]
EQT Corporation Common Stock [7.14%]
Cimarex Energy Co Common Stock [6.66%]
Cabot Oil & Gas Corporation Com [4.9%]
Cameron International Corporati [4.8%]
AltaGas Ltd [4.62%]
Cairn Energy PLC [4.21%]
OIL SEARCH LTD ORD [4.11%]
Concho Resources Inc. Common St [4.1%]
Hess Corporation Common Stock [4.08%]
Click here for Stock Holding Change Map in BlackRock Energy & Resources Inv C Fund (SSGDX)

  

Latest News on BlackRock Energy & Resources Inv C (SSGDX) Fund

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BlackRock Energy & Resources Inv C Fund (SSGDX) Related ResourcesSee more information on BlackRock Energy & Resources Inv C (SSGDX) Fund

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