BlackRock Multi-Asset Income Instl
Blackrock Funds II100 Bellevue Parkway Wilmington DE 19809
Map
Phone: 800-441-7762
| Category: | Conservative Allocation | | Fund Family: | BlackRock | | Net Assets: | 2.59B | | Year-to-Date Return: | 3.98% | | Yield: | 4.87% | | Morningstar Rating: |  | | Fund Inception Date: | Apr 6, 2008 |
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Lutz-Peter Wilke
Lead Manager since Sep 27, 2011 | | | Lutz-Peter Wilke, CFA, Director and portfolio manager, is a member of the BlackRock Multi-Asset Client Solutions (BMACS) group, which is responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes. Mr. Wilke's research responsibilities include economics, equity sectors and commodities.
Mr. Wilke's service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to taking his current role in 2006, Mr. Wilke was with MLIM's graduate program, where he spent one year on the European Equity team.
Mr. Wilke earned a BSc degree, with honours, in international economics from Nottingham University in 2004 and an MSc degree in economics and finance from Warwick Business School in 2005. |
| Min Initial Investment: | 2,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize current income with consideration for capital appreciation.
The fund may invest up to 80% of assets in equity securities and up to 100% of 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 exchange traded funds ("ETFs"). It 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. The fund may invest in securities of companies of any market capitalization. It is non-diversified. |
| Last Dividend
(Apr 29, 2013)
:
| 0.05 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 16, 2013)
:
| 94.00% | | Average for Category: | 96.51% |
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| Expense | BIICX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.55% | 0.91% | | Prospectus Net Expense Ratio: | 0.73% | N/A | | Prospectus Gross Expense Ratio: | 1.03% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 4.95% | | Max Deferred Sales Load:
| N/A | 2.47% | | 3 Yr Expense Projection*: | 298 | 594 | | 5 Yr Expense Projection*: | 539 | 927 | | 10 Yr Expense Projection*: | 1,232 | 1,857 |
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0.03(0.26%) May 23