BlackRock Energy & Resources Instl
Blackrock Advisors, Inc., Wilmington, Delaware 19809, USA
Phone: 800-441-7762
| Category: | Equity Energy | | Fund Family: | BlackRock | | Net Assets: | 102.76M | | Year-to-Date Return: | 25.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-93 |
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Daniel J. Rice, III
Lead Manager since
02-Mar-90 | | | Rice joined BlackRock following the merger with State Street Research & Management (SSRM) in 2005. Prior to joining BlackRock, he had been a senior vice president and a portfolio manager of the State Street Research Global Resources Fund since its inception in March 1990. He was employed by SSRM beginning in 1984. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $2,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of total assets in securities of global energy and natural resources companies and companies in associated businesses, as well as utilities. It may invest without limit in companies located anywhere in the world and generally invests in at least three countries and in companies tied economically to a number of countries. The fund invests primarily in developed markets, but may also invest in emerging markets. It invests up to 20% of total assets in other U.S. and foreign investments. The fund is nondiversified. |
| Last Dividend
(6-Dec-07):
| 2.44 | | Last Cap Gain
(15-Dec-08):
| 9.04 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 101.89% |
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| Expense | SGLSX | Category
Avg | | Total Expense Ratio: | 0.93%
| 1.70% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| N/A | | Max Deferred Sales Load: | %
| N/A | | 3 Yr Expense Projection*: |
$296 | $67 | | 5 Yr Expense Projection*: |
$515 | $101 | | 10 Yr Expense Projection*: |
$1,143 | $200 |
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0.87 (2.56%)
