BlackRock Tactical Opportunities Fund Investor C Shares (BRBCX)
| Fund Assets | 3.62B |
| Expense Ratio | 1.80% |
| Min. Investment | $1,000 |
| Turnover | 108.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.21 |
| YTD Return | 9.90% |
| 1-Year Return | 12.96% |
| 5-Year Return | 34.97% |
| 52-Week Low | 14.24 |
| 52-Week High | 16.21 |
| Beta (5Y) | n/a |
| Holdings | 1288 |
| Inception Date | Jun 1, 1993 |
About BRBCX
BlackRock Tactical Opportunities Fund Investor C is a diversified mutual fund designed to pursue total return through a dynamic asset allocation strategy. The fund blends both systematic (rule-based) and discretionary investment processes, enabling it to tactically allocate capital across a broad range of asset classes, including equities, fixed income, cash equivalents, and derivatives. With exposure to more than 25 countries, the fund seeks to generate growth while maintaining a low correlation to traditional equity and bond markets, providing diversification and risk mitigation for investors. It is classified in the macro trading category, reflecting its focus on global macroeconomic trends and its adaptability to changing market conditions. The fund requires a minimum investment of $1,000 for Investor C shares and is managed with an annual expense ratio of approximately 1.80%. Established in 1993 and managed by BlackRock, it strives to balance income generation with prudent risk management, making it a potential diversifier within a broader portfolio of traditional investments.
Performance
BRBCX had a total return of 12.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.74%.
Top 10 Holdings
254.77% of assets| Name | Symbol | Weight |
|---|---|---|
| Cash Offset | n/a | 194.21% |
| JPY/USD Purchased | n/a | 14.83% |
| FSWP: OIS 6.562500 16-SEP-2031 INR Receive | n/a | 9.75% |
| CASH COLLATERAL USD JPFFT | n/a | 8.69% |
| FSWP: OIS 3.014000 16-SEP-2031 CAD Receive | n/a | 6.26% |
| AUD/USD Purchased | n/a | 5.40% |
| CASH COLLATERAL USD XCITI | n/a | 4.61% |
| United States Treasury Bills | B.0 04.14.26 | 3.74% |
| NVIDIA Corporation | NVDA | 3.72% |
| CAD/USD Purchased | n/a | 3.56% |