BlackRock Global Opportunities (BOE)

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13.25 +0.00  +0.00% NYSE Jun 22, 10:16 Delayed 2m USD
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BOE Key Stats

BOE Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 1.58% 0.81% 55
3M 9.77% 2.10% 11
6M 18.65% 7.04% 18
1Y 19.60% 14.49% 48
3Y 4.43% 3.75% 55
5Y 9.81% 7.76% 59
As of June 21, 2017
Returns for periods of 1 year and above are annualized.

BOE Asset Allocation

Type % Net % Long % Short
Cash 2.10% 2.10% 0.00
Stock 96.01% 97.22% 1.21%
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 1.33% 1.33% 0.00
Other 0.57% 0.57% 0.00
As of March 31, 2017

BOE Region Exposure

Americas 55.50%
North America 53.28%
Latin America 2.22%
Greater Europe 20.36%
United Kingdom 4.77%
Europe Developed 14.37%
Europe Emerging 0.00
Africa/Middle East 1.23%
Greater Asia 24.14%
Japan 4.79%
Australasia 0.52%
Asia Developed 4.83%
Asia Emerging 14.00%
Market Classification
% Developed Markets 82.55%
% Emerging Markets 17.45%
As of March 31, 2017
Region breakdown data is calculated by using the long position holdings of the portfolio.

BOE Stock Sector Exposure

Basic Materials 7.12%
Communication Services 4.54%
Consumer Cyclical 11.49%
Consumer Defensive 8.35%
Energy 7.04%
Financial Services 21.28%
Healthcare 11.11%
Industrials 8.71%
Real Estate 1.16%
Technology 17.41%
Utilities 1.79%
As of March 31, 2017

BOE Stock Market Capitalization

Giant 45.01%
Large 32.23%
Medium 19.72%
Small 3.05%
Micro 0.00
As of March 31, 2017

BOE Stock Style Exposure

Large Cap Value 16.52%
Large Cap Blend 28.86%
Large Cap Growth 30.37%
Mid Cap Value 6.00%
Mid Cap Blend 8.60%
Mid Cap Growth 6.41%
Small Cap Value 0.31%
Small Cap Blend 2.10%
Small Cap Growth 0.83%
As of March 31, 2017
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BOE Top 10 Holdings

Symbol Name % Weight Price % Chg
GOOG Alphabet Inc C 3.23% 959.04 -0.04%
BABA Alibaba Group Holding Ltd ADR 2.15% 142.59 -0.49%
AAPL Apple Inc 2.14% 145.49 -0.26%
WFC Wells Fargo & Co 1.49% 52.66 -0.60%
601318 Ping An Insurance (Group) Co. of China Ltd 1.48% -- --
AIG American International Group Inc 1.39% 63.15 -0.11%
-- Unicredit Spa 1.38% -- --
-- Project Ride Pfd Pp 1.33% -- --
AMZN Amazon.com Inc 1.28% 1006.00 +0.38%
MA Mastercard Inc A 1.23% 122.94 -0.13%
As of March 31, 2017
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BOE Ratings

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BOE One Page Reports

BOE Basic Info

Style
Equity Style Large Cap/Growth
Broad Asset Class Alternative
Broad Category Alternative
Category Name Option Writing
Prospectus Objective World Stock
Fund Owner Firm Name BlackRock
Benchmark Index
MSCI World GR USD
100.0%

BOE Manager Info

Name Tenure
Jean Rosenbaum 12.02 yrs
Kyle McClements 12.02 yrs
Michael Carey 12.02 yrs
Thomas Callan 12.02 yrs

BOE Net Fund Flows

1M 0.00
3M -38.14M
6M -72.03M
YTD 0.00
1Y -139.30M
3Y --
5Y --
10Y --
As of Jan. 31, 2012

BOE Risk Info

Beta (5Y) 1.094
Max Drawdown (All) 64.44%
Historical Sharpe (10Y) 0.2389
Historical Sortino (All) 0.4021
30-Day Rolling Volatility 8.30%
Daily Value at Risk (VaR) 1% (All) 4.40%
Monthly Value at Risk (VaR) 1% (All) 19.23%

BOE Fundamentals

Dividend Yield TTM (6-22-17) 0.98%
SEC Yield --
Weighted Average PE Ratio 22.42
Weighted Average Price to Sales Ratio 1.795
Weighted Average Price to Book Ratio 2.455
Weighted Median ROE 14.26%
Weighted Median ROA 4.93%
Forecasted Dividend Yield 1.86%
Forecasted PE Ratio 18.08
Forecasted Price to Sales Ratio 1.717
Forecasted Price to Book Ratio 2.146
Number of Holdings 487
As of March 31, 2017

BOE Growth Estimates

Forecasted 5 Yr Earnings Growth 11.26%
Forecasted Book Value Growth 5.44%
Forecasted Cash Flow Growth 0.46%
Forecasted Earnings Growth 0.24%
Forecasted Revenue Growth -0.80%
As of March 31, 2017

BOE Comparables

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BOE Attributes

Key Dates
Inception Date 5/26/2005
Last Annual Report Date 12/31/2016
Last Prospectus Date 5/25/2005
Attributes
Exchange Traded Share No
Exchange Traded Note No
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund Yes
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan Yes
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

BOE Excel Add-In Codes

  • Name: =YCI("BOE","name")
  • Broad Asset Class: =YCI("BOE", "broad_asset_class")
  • Broad Category: =YCI("BOE", "broad_category_group")
  • Prospectus Objective: =YCI("BOE", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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