- What does BALPX invest in?
- Ordinarily, the fund allocates a minimum of 80% of its total assets (including any borrowed funds for investment) to stocks and equity-linked derivative instruments. Its investment approach is event-driven, concentrating primarily on companies that have either publicly disclosed or are anticipated by BlackRock to undergo significant corporate changes.
- What is the expense ratio of BALPX?
- BlackRock Event Driven Equity Inv A (BALPX) charges an expense ratio of 1.51%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BALPX?
- BlackRock Event Driven Equity Inv A (BALPX) manages $4.83B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BALPX actively managed or an index fund?
- BALPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BALPX launched?
- BlackRock Event Driven Equity Inv A (BALPX) launched in December 2007 and is managed by BlackRock.
- How has BALPX performed?
- BALPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
