BlackRock Real Estate Securities Inv A (BAREX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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BlackRock Real Estate Securities Inv A
WILMINGTON DE 19809
100 BELLEVUE PARKWAY
BlackRock Capital Appreciation Fund, Inc.
800-441-7762
Management information
,Lead manager since 23 April 2017
Rajan Rehan, Director of Blackrock, is jointly and primarily responsible for the day-to-day management of the Fund, including setting the Fund's overall investment strategy and overseeing the management of the Fund. He has 13 years of real estate investment experience, both in private equity and listed securities. Prior to joining BlackRock in 2013, Rajan was a founding and senior member of the Global Real Estate Securities team at Aviva Investors, he was responsible for the U.S. and broader Americas portfolios. Rajan has a first class honours, BSc degree in Economics from the University of Warwick. He is a Chartered Financial Analyst charterholder.
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
CategoryReal Estate
Fund familyBlackRock
Net assets287.11M
YTD return-4.53%
Yield2.72%
Morningstar rating★★★★
Inception date27 Sept 2012
Fund operations
Last dividend0.08
Last cap gain-16.00
Holdings turnover65.00%
Average for categoryN/A
Fees and expenses
ExpenseBAREXCategory average
Annual report expense ratio (net)1.75%1.08%
Prospectus net expense ratio1.75%N/A
Prospectus gross expense ratio2.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.10%
Max deferred sales loadN/A1.13%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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