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Equity

BALPX

Event Driven Equity Fund

Overview

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Performance

Performance

  • Returns

  YTD 1m 3m 1y 3y 5y 10y
4.12 1.19 1.85 6.88 19.57 28.96 176.52
-1.35 -4.12 -3.50 1.27 13.29 22.19 162.00
Benchmark (%) Index: ICE BofAML 3 Month Treasury Bill Index (G0O1).<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 1.24 0.22 0.64 2.31 4.21 4.43 5.00
Morningstar Category Avg. (%) Market Neutral 0.10 0.44 0.18 -0.02 2.50 0.56 11.45
Lipper Category Avg. (%) Alt Active Extension 14.32 6.72 2.66 3.30 40.81 48.02 258.69
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

The Fund's returns prior to May 8, 2015 are the returns of the Fund when it followed different investment strategies under the name "BlackRock Large Cap Core Plus Fund," which focused on establishing long and short positions in a diversified portfolio of equity securities issued primarily by large cap companies located in the United States. 

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Sep 16, 2019 $127.5 M
Size of Fund (Millions) as of Sep 16, 2019 $3,210.3 M
Share Class launch date Dec 19, 2007
Asset Class Alternative
Morningstar Category Market Neutral
Lipper Classification Alt Event Driven Funds
Benchmark Index ICE BofAML 3 Month Treasury Bill Index (G0O1)
CUSIP 09250J759
Max Offer Price as of Sep 16, 2019 $10.01
Open to New Investors Yes
Turnover Percent as of Aug 31, 2019 135%

Portfolio Characteristics

Portfolio Characteristics

Best 3-Month Return Over the Last 3 Years 3 months ending Apr 30, 2017 5.00%
Worst 3-Month Return Over the Last 3 Years 3 months ending Apr 30, 2018 -1.71%
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Exposure Breakdowns

Exposure Breakdowns

as of Aug 30, 2019

% of Market Value

Type Long Short Net
as of Aug 30, 2019

% of Market Value

Type Long Short Net
as of Aug 30, 2019

% of Market Value

Type Long Short Net
as of Aug 30, 2019

% of Market Value

Type Long Short Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Mark McKenna
Mark McKenna
Portfolio Manager

Literature

Literature

 

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