BALPX : BlackRock Event Driven Equity Fund Investor A Shares

BALPX is a Alternatives Market Neutral with MODERATE fees.

BALPX

BlackRock Event Driven Equity Fund Investor A Shares

FI Score

51 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

51% FI Score
  • balpx
  • Mutual Fund
  • Alternatives
  • Neutral

BlackRock Event Driven Equity Fund Investor A Shares

Expenses: 1.53% (Better than 1% of similar funds)

This is an OK choice for a Neutral Alternatives fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. Normally, the fund invests at least 80% of its net assets in equity securities and related derivative instruments with similar economic characteristics. It seeks to achieve its investment objective by employing an event driven strategy, primarily investing in companies that have announced a material change or in companies that the advisor expects to undergo a material change. The fund's investment in equity securities may include common stock, preferred stock, securities convertible into common stock, non-convertible preferred stock, and depositary receipts.

Largest Holdings

Amount Holding
8.44% Allergan PLC
5.10% Qiagen NV
5.08% TD Ameritrade Holding Corp
4.68% WABCO Holdings Inc
4.45% Tiffany & Co
3.57% Wright Medical Group NV
2.86% Caesars Entertainment Corp
2.86% E*TRADE Financial Corp
2.84% Fiat Chrysler Automobiles NV
2.79% Advanced Disposal Services Inc
2.68% The Stars Group Inc
2.66% Anixter International Inc
2.63% Legg Mason Inc
1.95% LogMeIn Inc
1.47% Taubman Centers Inc
1.32% Ingenico Group SA
0.96% Fitbit Inc A
0.70% Howmet Aerospace Inc

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