BlackRock Conservative Prepared Instl
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Map
Phone: 800-441-7762
| Category: | Conservative Allocation | | Fund Family: | BlackRock | | Net Assets: | 1.34M | | Year-to-Date Return: | 18.42% | | Yield: | 2.20% | | 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: | $2,000,000 | | Min Initial Investment, IRA: | $2,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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):
| 0.21 | | Last Cap Gain
(29-Dec-08):
| 0.10 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 75.40% |
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| Expense | BICPX | Category
Avg | | Total Expense Ratio: | 0.74%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 355 | $638 | | 5 Yr Expense Projection*: |
$ 655 | $979 | | 10 Yr Expense Projection*: |
$ 1,508 | $1,930 |
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0.22% Nasdaq 0.00%
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