BlackRock Tactical Opportunities Fund Institutional Shares
PBAIX
NASDAQ
Weiss Ratings | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | BlackRock | |||
Manager/Tenure (Years) | Philip J. Green (18), Thomas Becker (9), Michael Pensky (9), 1 other | |||
Website | http://www.blackrock.com | |||
Fund Information | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | BlackRock Tactical Opportunities Fund Institutional Shares | |||
Category | Macro Trading | |||
Sub-Category | Global Macro | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Jun 01, 1993 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 0.00% | |||
Dividend | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.97% | |||
Asset Allocation | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 48.03% | |||
Stock | 50.86% | |||
U.S. Stock | 51.34% | |||
Non-U.S. Stock | -0.48% | |||
Bond | 0.24% | |||
U.S. Bond | -0.29% | |||
Non-U.S. Bond | 0.53% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.88% | |||
Price History | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -0.66% | |||
30-Day Total Return | -0.19% | |||
60-Day Total Return | 0.40% | |||
90-Day Total Return | 1.48% | |||
Year to Date Total Return | 1.27% | |||
1-Year Total Return | 5.61% | |||
2-Year Total Return | 18.68% | |||
3-Year Total Return | 23.44% | |||
5-Year Total Return | 40.74% | |||
Price | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $15.04 | |||
1-Month Low NAV | $15.01 | |||
1-Month High NAV | $15.16 | |||
52-Week Low NAV | $13.45 | |||
52-Week Low NAV (Date) | Aug 05, 2024 | |||
52-Week High NAV | $15.21 | |||
52-Week High Price (Date) | Feb 10, 2025 | |||
Beta / Standard Deviation | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 0.00 | |||
Standard Deviation | 4.78 | |||
Balance Sheet | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 2.46B | |||
Operating Ratios | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.82% | |||
Turnover Ratio | 146.00% | |||
Performance | PBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 4.92% | |||
Last Bear Market Total Return | -0.71% | |||