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BlackRock Tactical Opportunities Instl (PBAIX)

14.30
-0.33
(-2.26%)
At close: 8:03:57 PM EDT
Loading Chart for PBAIX
  • Previous Close 14.63
  • YTD Return 0.61%
  • Expense Ratio 0.82%
  • Category Macro Trading
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.65B
  • Beta (5Y Monthly) 0.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 146.00%
  • Last Dividend 1.57
  • Inception Date Jun 1, 1993

The advisor uses a macro asset allocation strategy, investing varying percentages of its portfolio in global stocks, bonds, money market instruments, foreign currencies and cash. The advisor has wide flexibility in the relative weightings given to each category. With respect to its equity investments, the fund may invest in individual equity securities to an unlimited extent. It may invest in common stock, preferred stock, securities convertible into common stock, non-convertible preferred stock and depositary receipts.

BlackRock

Fund Family

Macro Trading

Fund Category

2.65B

Net Assets

1993-06-01

Inception Date

Performance Overview: PBAIX

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Trailing returns as of 4/4/2025. Category is Macro Trading.

YTD Return

PBAIX
0.61%
Category
4.43%
 

1-Year Return

PBAIX
4.99%
Category
11.96%
 

3-Year Return

PBAIX
7.60%
Category
4.46%
 

5-Year Return

PBAIX
5.73%
Category
3.69%
 

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Holdings: PBAIX

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Sector Weightings

SectorPBAIX
Technology   24.85%
Industrials   13.64%
Healthcare   12.16%
Energy   4.10%
Utilities   2.07%
Real Estate   1.95%

Recent News: PBAIX

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Research Reports: PBAIX

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