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Blackrock Allocation Target Shares Series E Portfolio (BATEX)

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10.30 +0.04    +0.39%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  BlackRock
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 484.46M
BlackRock Allocation Target Shrs Ser E 10.30 +0.04 +0.39%

Blackrock Allocation Target Shares Series E Portfolio Overview

 
On this page you'll find an in-depth profile of Blackrock Allocation Target Shares Series E Portfolio. Learn about the key management, total assets, investment strategy and contact information of BATEX among other information.
Category

Total Assets

484.46M

Expenses

0.09%

Inception Date

41855

Investment Strategy

The investment seeks to maximize Federal tax-free yield with a secondary goal of total return. The fund seeks to provide investors with greater Federal tax-free income, in comparison with other municipal bond funds that invest primarily in investment grade securities, by investing in a combination of investment grade and non-investment grade municipal bonds. It may also invest up to 10% of its net assets in municipal bonds that are considered "distressed securities."

Contact Information

Address 12 Throgmorton Avenue
London,RI EC2N 2DL
United Kingdom
Phone 020 7743 3000

Top Executives

Name Title Since Until
Ryan McDonald Portfolio Manager 2023 Now
Biography Managing Director of BlackRock, Inc. since 2023; Director of BlackRock, Inc. from 2017 to 2022; Vice President of BlackRock, Inc. from 2014 to 2016; Vice President of Moelis & Co. from 2013 to 2014.
Phillip Soccio Director 2022 Now
Biography Phillip Soccio, CFA, Director and portfolio manager, is a member of the BlackRock's Fixed Income Portfolio Management Group.Prior to assuming his current role in 2007, Mr. Soccio was a member of BlackRock's Cash Management Group, where he was responsible for managing various tax-exempt money market funds. From 1998 to 2000, he was a member of BlackRock's Account Management Group responsible for institutional client service and marketing support. Mr. Soccio began his career at BlackRock in 1998.
Kevin Maloney Vice President 2022 Now
Biography Kevin Maloney, CFA, Vice President, is a Portfolio Manager for the Municipal Mutual Fund Desk within BlackRock’s Global Fixed Income Group. Mr. Maloney began his career at BlackRock in 2011 as an Analyst on the Municipal Credit Research Team. He graduated from Drexel University in 2011 with a B.S. in Finance.
Walter O'Connor Co-Portfolio Manager 2014 Now
Biography Walter O’Connor, CFA, is a Managing Director and Co-Head of the Municipal Funds team within BlackRock’s Global Fixed Income Group. He is also a member of the Municipal Bond Operating Committee, which oversees all municipal bond portfolio management, research and trading activities. Mr. O’Connor’s service with the firm dates back to 1991, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was a portfolio manager for municipal bond retail mutual funds. Prior to joining MLIM, Mr. O’Connor was with Prudential Securities, where he was involved in trading, underwriting, and arbitrage for municipal securities and financial futures. Mr. O’Connor earned a B.A. degree in finance and philosophy from the University of Notre Dame in 1984.
Michael Perilli Portfolio Manager 2016 2023
Biography Michael is a trader and Portfolio Manager on the municipal bond team focused on high yield. Michael joined MacKay Shields in 2023. Before joining the firm he was a portfolio manager and trader on the municipal mutual fund desk at BlackRock focusing on both high yield and investment grade municipal bonds. From 2011-2014, he was a trader on the municipal separately managed account desk. Michael earned a Bachelor’s degree in Accounting from The College of New Jersey in 2007. He is a CFA Charterholder. He has been in the financial services industry since 2008.
Theodore R. Jaeckel Managing Director 2014 2023
Biography Jaeckel Jr. is managing director at BlackRock. He joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. He is a member of BlackRock's Fixed Income Portfolio Management Group. Prior to joining MLIM in 1990, he was a municipal bond trader with Chemical Bank. Jaeckel holds the Chartered Financial Analyst designation.
Amanda Gadaleta - 2014 2015
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