BlackRock ESG Capital Allocation Trust (ECAT)
17.67
-0.01
(-0.06%)
USD |
NYSE |
Jun 06, 13:03
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
1.32% | -5.51% | 1.906B | 266994.1 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.43% | 246.0% | -- | Upgrade |
Basic Info
Investment Strategy | |
The Trust’s investment objectives are to provide total return and income through a combination of current income, current gains and long-term capital appreciation. The Trust will invest in a portfolio of equity and debt securities. The Trust will invest at least 80% of its total assets in securities that, in the investment adviser’s assessment, meet certain environmental, social and governance (“ESG”) criteria. |
General | |
Security Type | Closed-End Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Flexible Allocation |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | BlackRock |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
David Clayton | 2.68 yrs |
Kate Moore | 2.68 yrs |
Rick Rieder | 2.68 yrs |
Russ Koesterich | 2.68 yrs |
Performance Versus Category
As of June 05, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 05, 2024.
Basic Info
Investment Strategy | |
The Trust’s investment objectives are to provide total return and income through a combination of current income, current gains and long-term capital appreciation. The Trust will invest in a portfolio of equity and debt securities. The Trust will invest at least 80% of its total assets in securities that, in the investment adviser’s assessment, meet certain environmental, social and governance (“ESG”) criteria. |
General | |
Security Type | Closed-End Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Flexible Allocation |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | BlackRock |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
David Clayton | 2.68 yrs |
Kate Moore | 2.68 yrs |
Rick Rieder | 2.68 yrs |
Russ Koesterich | 2.68 yrs |