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BlackRock Energy Opportunities Fund Service Class (BACSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.54-0.22 (-2.51%)
As of 09:00PM EDT. Market open.

BlackRock Energy Opportunities Fund Service Class

BlackRock Capital Appreciation Fund, Inc.

100 BELLEVUE PARKWAY

WILMINGTON DE 19809

800-537-4942
Management information
Alastair Bishop,Lead manager since 1 November 2015
Alastair Bishop, Managing Director, is a member of the Natural Resources team within Fundamental Equity division of BlackRock’s Active Equity Group. Mr. Bishop was a senior research analyst at Piper Jaffray, where he was responsible for covering the Clean Technology industry. Prior to joining Piper Jaffray in 2009, he covered the Renewable Energy and Industrial sectors for 8 years at Dresdner Kleinwort. Mr. Bishop began his career in 2001 at Dresdner Kleinwort Investment Bank. Mr. Bishop earned a BSc degree in economics from the University of Nottingham in 2001.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryEquity Energy
Fund familyBlackRock
Net assets180.44M
YTD return29.00%
Yield2.55%
Morningstar rating★★★★
Inception date15 Feb 2005

Fund operations

Last dividend0.12
Last cap gain0.00
Holdings turnover39.00%
Average for categoryN/A

Fees and expenses

ExpenseBACSXCategory average
Annual report expense ratio (net)1.32%1.07%
Prospectus net expense ratio1.32%N/A
Prospectus gross expense ratio1.61%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A4.50%
Max deferred sales loadN/A1.50%
3-yr expense projection480N/A
5-yr expense projection849N/A
10-yr expense projection1,887N/A