BACAX Mutual Fund

BACAX Mutual Fund (BlackRock Energy Opportunities Fund Investor A Class) is managed by BlackRock, Inc. (US) with $246.6M in net assets. BACAX expense ratio is 1.31%, holding 31 positions across sectors including Energy, Materials, Financials. Inception date: 2005-02-16.

BACAX performance shows a YTD return of 33.74%. The 1-year return is 40.63% and the 5-year return is 21.53%. BACAX dividend yield stands at 1.67%, paid annually.

BACAX top holdings include Exxon Mobil Corp. (18.7%), Chevron Corp (10.8%), Shell Plc (9.6%), Total Fina Elf Holdings Usa, Inc. (6.6%), Williams Cos. Inc. (4.7%). Go to all BACAX holdings, BACAX sectors, or BACAX dividends.

BACAX can be compared against other funds. Use BACAX overlap to find shared positions, or BACAX vs another fund for a side-by-side view. BACAX alternatives are available via the screener, along with tax-loss harvesting opportunities.