BACIX Mutual Fund

BACIX Mutual Fund (BlackRock Energy Opportunities Fund Institutional Class) is managed by BlackRock, Inc. (US) with $124.1M in net assets. BACIX expense ratio is 0.92%, holding 31 positions across sectors including Energy, Materials. Inception date: 2005-02-16.

BACIX performance shows a YTD return of 33.99%. The 1-year return is 41.21% and the 5-year return is 22.04%. BACIX dividend yield stands at 2.03%, paid annually.

BACIX top holdings include Exxon Mobil Corp (18.7%), Chevron Corp (11.2%), Shell plc (9.8%), TOTALENERGIES SE (7.0%), Conocophillips Co (4.3%). Go to all BACIX holdings, BACIX sectors, or BACIX dividends.

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