BlackRock Real Estate Securities Fund (BAREX.O)

At A Glance

You hold BAREX.O in 0 portfolios

Net Asset Value

16.03USD

 0.13 +0.82%

05/25/2022

Category
Sector Equity
YTD Return (Cumulative)
 -16.24%
Classification
Real Estate
5 Year Return (Annualized)
 10.31%
Lipper Index
Lipper Real Estate Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since September, 2012 »

 BAREX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyBlackRock
Inception Date09/28/2012
Portfolio Turnover73%
Dividend Yield--
Fund ManagerHoward-Johnson/Rehan
Manager Tenure2012
BlackRock
4400 Computer Drive
Westborough, MA 01581

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio1.00%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$1,000
Subsequent Investments$50
Initial IRA Investments$100
Subsequent IRA Investments$50

Investment Strategy

The Fund seeks total return comprised of long-term growth of capital and dividend income. The Fund invests at least 80% of its net assets plus any borrowings for investment purposes in a portfolio of equity investments in issuers that are primarily engaged or related to the real estate industry inside the United States.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
236
Consistent Return
 
236
Capital Preservation
 
12351
Low Expense
 
63
Tax Efficiency (U.S. only)
 
236

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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