BlackRock Balanced Capital B
100 Bellevue Parkway Plainsboro NJ 08536
Map
Phone: 800-441-7762
| Category: | Moderate Allocation | | Fund Family: | BlackRock | | Net Assets: | 21.82M | | Year-to-Date Return: | 15.04% | | Yield: | 1.68% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Oct-88 |
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Andrew J. Phillips
Lead Manager since
31-Dec-06 | | | Andrew J. Phillips, Managing Director and fixed income portfolio manager, is a member of the Investment Strategy Group and the Fixed Income Operating Committee. He is also Chairman of the monthly Account Review Meeting, which examines performance, compliance, and operations for all client portfolios. Prior to joining BlackRock in 1991, Mr. Phillips was a portfolio manager at Metropolitan Life Insurance Company. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks the highest total investment return. The fund invests in equity securities and fixed-income securities (including debt securities and short term securities). It intends to invest at least 25% of assets in equity securities and at least 25% of assets in fixed income senior securities, such as debt securities. The fund purchases primarily U.S. securities, but can also buy foreign securities, including securities denominated in foreign currencies. It may invest in debt securities of any maturity. |
| Last Dividend
(23-Jul-09):
| 0.10 | | Last Cap Gain
(23-Dec-08):
| 1.11 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 82.83% |
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| Expense | MBCPX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 4.50%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.10% Nasdaq 
0.27%
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