Morningstar

BlackRock Energy Opportunities Fund Institutional Class BACIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 20.06  /  +0.30 %
  • Total Assets 386.1M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Equity Energy
  • Investment Style Large Value
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 1.96%
  • Turnover 38%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:50 AM GMT+0

Morningstar’s Analysis BACIX

Will BACIX 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 BACIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BACIX 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 BACIX’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 Instl 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
Rated on Published on

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Portfolio Holdings BACIX

More BACIX 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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