BACCX – BlackRock Energy Opportunities Inv C Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities (such as gas, water, cable, electrical and telecommunications utilities). It will concentrate its investments (i.e., invest more than 25% of its assets) in energy or natural resources companies. The fund may invest without limit in companies located anywhere in the world and will generally invest in at least three countries and in companies tied economically to a number of countries. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BACIX	BlackRock Energy Opportunities Fund Institutional Class	Institutional	Open			Feb 16, 2005	$125.70M	0.920%	Average	$2M	−$9.31M
BACAX	BlackRock Energy Opportunities Fund Investor A Class	Front Load	Open			Feb 16, 2005	$241.98M	1.330%	Above Average	$1,000	$13.49M
BACCX	BlackRock Energy Opportunities Fund Investor C Class	Level Load	Open			Feb 16, 2005	$18.38M	2.050%	Above Average	$1,000	−$3.15M

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