BACIX Mutual Fund

BACIX Mutual Fund (BlackRock Energy Opportunities Fund Institutional Class) is managed by BlackRock, Inc. (US) with $132.5M 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 35.99%. The 1-year return is 41.52% and the 5-year return is 23.39%. BACIX dividend yield stands at 1.96%.

BACIX top holdings include Exxonmobil Corp. (19.3%), Chevron Corp (11.7%), Shell Plc (10.0%), Total Fina Elf Holdings Usa, Inc. (6.6%), Valero Energy (4.2%). 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.