Morningstar

BlackRock Energy Opportunities Fund Investor A Class BACAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.35  /  +0.31 %
  • Total Assets 386.1M
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.320%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Equity Energy
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.70%
  • Turnover 38%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:53 PM GMT+0

Morningstar’s Analysis BACAX

Will BACAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BACAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BACAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Energy Opportunities Inv A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BACAX

More BACAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

18.88 73M
Energy

Chevron Corp

11.60 45M
Energy

Shell PLC

9.45 37M
Energy

TotalEnergies SE

6.27 24M
Energy

Valero Energy Corp

4.68 18M
Energy

Targa Resources Corp

4.09 16M
Energy

Marathon Petroleum Corp

4.02 16M
Energy

ConocoPhillips

3.96 15M
Energy

Cheniere Energy Inc

3.86 15M
Energy

Canadian Natural Resources Ltd

3.82 15M
Energy

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