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    BlackRock Multi-Asset Income Investor A (BAICX)

    11.31 Down 0.04(0.35%) Mar 25

    Profile as of Feb 27, 2015Get Profile for:
    BlackRock Multi-Asset Income Investor A
    Phone: 800-441-7762
    Fund Overview 
    Category:Tactical Allocation
    Fund Family:BlackRock
    Net Assets:11.00B
    Year-to-Date Return:2.18%
    Morningstar Rating:4 stars
    Fund Inception Date:Apr 7, 2008
    Morningstar Style Box 
    Tactical Allocation
    [View Category Definition]
    View Top Tactical Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Alex Shingler
    Lead Manager since Mar 9, 2015
    Alex Shingler, Managing Director, is a portfolio manager in the Credit, Rates & Alternative Strategies business within BlackRock Fixed Income. He is head of US Event Driven Credit and the co-portfolio manager of the European Credit Strategies funds. Prior to joining BlackRock in 2009, Mr. Shingler was a Senior Vice President and head of European Research at R3 Capital Partners and its predecessor. From 1999 to 2007, Mr. Shingler was with Seneca Capital Advisors, focusing on special situation equity and debt investments. Prior to that, he was an analyst with J.P. Morgan. Mr. Shingler earned an AB degree in Philosophy from Princeton University in 1997 and is a CFA charterholder.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    BAICX can be purchased from 66 brokerages.

    Fund Summary 
    The investment seeks to maximize current income with consideration for capital appreciation. The fund may invest up to 80% of its assets in equity securities and up to 100% of its assets in fixed income securities. It may also invest significantly in BlackRock equity and/or fixed income mutual funds ("underlying funds") and affiliated and unaffiliated ETFs. The fund may invest in securities of both U.S. or non-U.S. issuers without limit, which can be U.S. dollar based or non-U.S. dollar based and may be currency hedged or unhedged. It may invest in securities of companies of any market capitalization. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Feb 26, 2015) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 24, 2015) : 146.00%
    Average for Category:262.23%
    Fees & Expenses 
    ExpenseBAICXCategory Avg
    Annual Report Expense Ratio (net):0.80%1.39%
    Prospectus Net Expense Ratio:0.84%N/A
    Prospectus Gross Expense Ratio:0.99%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.25%5.07%
    Max Deferred Sales Load: N/A1.40%
    3 Yr Expense Projection*:810801
    5 Yr Expense Projection*:1,0301,318
    10 Yr Expense Projection*:1,6612,717
    * Per $10,000 invested