BlackRock Capital Allocation Trust (BCAT)
15.94
+0.01
(+0.06%)
USD |
NYSE |
May 06, 16:00
15.94
0.00 (0.00%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.39% | -9.79% | 1.899B | 316322.8 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 9.80% | 234.0% | -- | 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. |
| 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 | Income |
| Fund Owner Firm Name | BlackRock |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| David Clayton | 3.59 yrs |
| Rick Rieder | 3.59 yrs |
| Russ Koesterich | 3.59 yrs |
Performance Versus Category
As of May 06, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 06, 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. |
| 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 | Income |
| Fund Owner Firm Name | BlackRock |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| David Clayton | 3.59 yrs |
| Rick Rieder | 3.59 yrs |
| Russ Koesterich | 3.59 yrs |