BlackRock Conservative Prepared C BlackRock Funds Map
Phone: 800-441-7762
| Category: | Conservative Allocation | | Fund Family: | BlackRock | | Net Assets: | 21.10M | | Year-to-Date Return: | 20.65% | | Yield: | 1.17% | | Morningstar Rating: | N/A | | Fund Inception Date: | 21-Dec-06 |
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Philip Green
Lead Manager since
21-Dec-06 | | | Green joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. At MLIM, he was responsible for asset allocation and a number of quantitative equity strategies with the Quantitative Advisors group. Prior to joining MLIM in 1999, he was a senior portfolio manager at Bankers Trust Company and led the global asset allocation and managed futures groups. Earlier, he led the currency overlay group. |
| 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 a balance between long term capital appreciation and high current income, with a greater emphasis on income. The fund invests 40% of assets in underlying funds that invest primarily in equity securities and 60% of assets in underlying funds that invest primarily in fixed income securities. It is nondiversified. |
| Last Dividend
(29-Dec-08):
| 0.11 | | Last Cap Gain
(29-Dec-08):
| 0.10 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 75.60% |
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| Expense | BCCPX | Category Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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