BlackRock ESG Capital Allocation Trust (ECAT)
16.24
+0.14
(+0.87%)
USD |
NYSE |
Apr 23, 16:00
16.24
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.32% | -9.98% | 1.838B | 209509.3 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.30% | 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 | 2.51 yrs |
| Kate Moore | 2.51 yrs |
| Rick Rieder | 2.51 yrs |
| Russ Koesterich | 2.51 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 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 | 2.51 yrs |
| Kate Moore | 2.51 yrs |
| Rick Rieder | 2.51 yrs |
| Russ Koesterich | 2.51 yrs |