Benchmark Morningstar Category
Multialternative

Asset Allocation

 

BXMMX

 
  Type %
Net
%
Short
%
Long
Bench-
mark
Cat
Avg
As of date not available
Cash 3.64 23.04
Stock 56.90 32.77
Bond 36.39 31.70
Other 3.08 12.49
 

Style Details

 

BXMMX

Avg Market Cap USD
 
Benchmark Market Cap USD
24,714 Mil
 
Category Avg Market Cap USD
25,528 Mil
Market Capitalization
Size % of Portfolio Benchmark Category Avg
Giant 37.67 31.55
Large 26.15 32.53
Medium 25.89 26.87
Small 9.87 7.71
Micro 0.41 1.33
Value & Growth Measures
Stock Portfolio Benchmark Category Avg
As of date not available
*Forward-looking based on historical data
Style and Market Cap Breakdown and Value and Growth Measures are calculated only using the long position holdings of the portfolio.
Price/Prospective Earnings* 15.55 16.91
Price/Book* 1.82 1.98
Price/Sales* 1.18 1.28
Price/Cash Flow* 6.53 6.22
Dividend Yield %* 2.38 1.95
Long-Term Earnings % 10.28 10.49
Historical Earnings % -7.78 -28.93
Sales Growth % -25.19 -2.55
Cash-Flow Growth % -4.31 29.26
Book-Value Growth % -13.28 -8.64
 
Ownership Zone
Weighted Average of holdings

75% of fund's stock holdings
 
Holdings Style
Portfolio Weight%
> 50% 25–50% 10–25% 0–10%
Investment Style History
Year Style % Equity
*As of date not available
Style Box Detail calculations do not include the fund's short positions (if any).
Fixed-Income Style
 
Fixed-Income Style History
Year Style % Bonds
As of date not available
 
Bond Statistics
Detail Value
As of date not available, *As of date not available
Average Effective Duration (Years)*
Average Effective Maturity (Years)*
Average Credit Quality Not Rated
Average Weighted Coupon*
Average Weighted Price*
Credit Quality
Type % Bonds Benchmark Category Avg Bond Weight Benchmark Weight Category Avg Weight
AAA 37.32 45.00
AA 29.24 2.98
A 18.89 9.04
BBB 14.35 8.94
BB 0.16 1.46
B 0.04 5.30
Below B 0.00 0.57
Not Rated 0.00 26.70
As of date not available
Credit Quality is calculated only using the long position holdings of the portfolio.

Sector Weightings

 

BXMMX

% Stocks Benchmark Category Avg   Fund Weight Benchmark Weight Category Avg Weight
Cyclical
Basic Materials 5.88 6.24
Consumer Cyclical 11.32 12.24
Financial Services 17.40 11.79
Real Estate 4.21 6.28
Sensitive
Communication Services 3.90 4.26
Energy 9.20 10.87
Industrials 11.86 12.00
Technology 13.34 13.80
Defensive
Consumer Defensive 8.44 7.60
Healthcare 10.17 11.51
Utilities 4.27 3.42
As of date not available
Sector data is calculated only using the long position holdings of the portfolio.
Fixed-Income Sectors
Type % Bonds Benchmark Category Avg Fund Weight Benchmark Weight Category Avg Weight
Government 69.80 19.54
       
Corporate 20.97 8.49
       
Securitized 0.18 2.01
       
Municipal 0.00 0.01
       
Cash & Equivalents 9.06 50.47
       
Other 0.00 19.47
As of date not available
Sector data is calculated only using the rescaled long position holdings of the portfolio.
Coupon Range
Type % Bonds Benchmark Category Avg   Fund Weight Benchmark Weight Category Avg Weight
0% PIK 0.04 3.81
0% to 4% 74.94 80.59
4% to 6% 17.75 6.84
6% to 8% 5.68 6.67
8% to 10% 1.50 1.91
10% to 12% 0.08 0.14
More than 12% 0.00 0.03
As of date not available
Sector data is calculated only using the long position holdings of the portfolio.

Bond Maturity Breakdown

 

BXMMX

% Bonds Benchmark Category Avg Fund Weight Benchmark Weight Category Avg Weight
1 to 3 Years 29.06 11.99
3 to 5 Years 24.83 64.32
5 to 7 Years 18.72 6.40
7 to 10 Years 11.42 5.09
10 to 15 Years 4.17 2.95
15 to 20 Years 2.35 1.35
20 to 30 Years 8.87 6.61
Over 30 Years 0.59 1.31
As of date not available
Take a 14-day free trial. See Country Level Detail.

World Regions

 

BXMMX

% Stocks Benchmark Category Avg
As of date not available
Region breakdown data is calculated by using the long position holdings of the portfolio equity part only.
Americas 72.35 74.54
North America 71.02 74.14
Latin America 1.32 0.40
Greater Europe 15.24 16.68
United Kingdom 4.60 4.61
Europe Developed 9.20 11.76
Europe Emerging 0.66 0.13
Africa/Middle East 0.79 0.19
Greater Asia 12.41 8.77
Japan 4.31 5.93
Australasia 1.60 0.50
Asia Developed 3.49 1.18
Asia Emerging 3.01 1.16
Market Classification
% Developed Markets 94.39 98.25
% Emerging Markets 5.61 1.75
 
Greater Asia Americas Greater Europe

Certain information included herein is derived by Morningstar in part from MSCI’s Index Constituents (the “Index Data”). However, MSCI has not reviewed any information contained herein and does not endorse or express any opinion such information or analysis. Neither MSCI nor any third party involved in or related to the computing or compiling of the Index Data makes any express or implied warranties, representations or guarantees concerning the Index Data or any information or data derived therefrom, and in no event will MSCI or any third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any use of this information. None of the Index Data is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. All Index Data and any information derived therefrom is for your internal use only and may not be further redistributed or used to create any financial instruments or products or indices.