BlackRock Capital Allocation Term Trust · NYSE (us_market)
Financial Services · Asset Management · United States
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2024-12-11$16.37 RISE2025-04-07$13.20 PEAK2025-05-13$15.27 153d | -19.4% 117d | Missed | Missed | — | — | +15.7% 36d | Missed |
No scored news yet for a sentiment trend.
BCATâs ~20% distribution tempts, but heavy ROC, weak price gains, NAV erosion and payout cuts raise risk.
Delaying Social Security to age 70 can boost benefits by up to 124%, but requires a robust interim income strategy.
Analyze BlackRock closed-end funds for retirement income: 32 strategies, 8.6% yield, 21.7% leverage, muni bonds & covered calls, annual rebalancingâread...
NEW YORK, March 31, 2026--Today, BlackRock Resources & Commodities Strategy Trust (NYSE: BCX), BlackRock Enhanced Equity Dividend Trust (NYSE: BDJ), BlackRock Energy and Resources Trust (NYSE: BGR), BlackRock Enhanced International Dividend Trust (NYSE: BGY), BlackRock Health Sciences Trust (NYSE: BME), BlackRock Health Sciences Term Trust (NYSE: BMEZ), BlackRock Enhanced Global Dividend Trust (NYSE: BOE), BlackRock Utilities, Infrastructure & Power Opportunities Trust (NYSE: BUI), BlackRock Enh
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Discover if Amplify CEF High Income ETF (YYY) fits your income strategy.
Discover if BlackRock Capital Allocation Term Trust (BCAT) fits your strategy. Analyze yield, risk, and valuation before investing.
Allspring Utilities and High Income Fund's bond portfolio and utility focus give risk mitigation, making this a reasonable entry point. Click for this ERH update.
NEW YORK,, November 14, 2025--The BlackRock closed-end funds listed below (each, a "Fund" and collectively, the "Funds") announced today the renewal of their discount management programs (each, a "Program" and collectively, the "Programs"). Under the terms of each Fund’s Program, each Fund intends to offer to repurchase a portion of its common shares via tender offer if certain conditions are met during the specified time period, as detailed below.
NEW YORK, October 02, 2025--The BlackRock closed-end funds (the "Funds") listed below announced today the results of the Measurement Period (as defined below) under their previously announced discount management programs (the "Programs").
Discover if BlackRock Capital Allocation Term Trust's 22.1% yield is sustainable. Learn about future payout risks and tax impacts before investing. Click to read.
YYY ETF has a 12% yield from a portfolio of 60 closed-end funds, but its high yield masks a persistent decay in value and distributions. Read the full analysis here.
BCAT offers a balanced mix of equities and fixed income. Read why recent portfolio shifts and declining distributions may catch the attention of investors.
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| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| BCAT | +4.74% | +4.94% | +12.43% | +6.92% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +5.39% | +4.40% | +18.25% | +5.70% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 6.28M | $6.04B | 0.21% | Unchanged | 2026-03-31 |
| CapResearch | fundamental | 4.61M | $4.43B | 0.69% | Added+20.1% | 2026-03-31 |
| Wellington | fundamental | 3.64M | $3.51B | 0.65% | Added+151.2% | 2026-03-31 |
| FidelityFMR | fundamental | 1.68M | $1.62B | 0.09% | Trimmed-15.5% | 2026-03-31 |
| TwoSigma | quant | 193.0K | $185.63M | 0.15% | Added+338.5% | 2026-03-31 |
| DEShaw | quant | 146.9K | $141.29M | 0.08% | Added+109.1% | 2026-03-31 |
| Citadel | multi-strat | 53.2K | $51.12M | 0.07% | Trimmed-68.5% | 2026-03-31 |
| TRowePrice | fundamental | 534.6K | $514.13K | 0.06% | Added+0.9% | 2026-03-31 |