BlackRock Asset Allocation Inv B
---
Map
Phone: 800-882-0052
| Category: | Moderate Allocation | | Fund Family: | BlackRock | | Net Assets: | 69.95M | | Year-to-Date Return: | 21.28% | | Yield: | 0.40% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
|
Philip Green
Lead Manager since
02-Oct-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 |
|
| |
| The investment seeks maximal total return. The Fund uses an asset allocation strategy, investing varying percentages of its portfolio in three major categories: stocks, bonds and, to a lesser extent, money market instruments. It primarily buys common stock but also can invest in preferred stock, convertible securities and certain derivative securities. The fund invests primarily in dollar-denominated investment grade bonds, but may invest up to 20% of the fund's fixed income allocation in junk bonds or non-dollar denominated bonds or bonds of emerging market issuers. |
| Last Dividend
(23-Jul-09):
| 0.01 | | Last Cap Gain
(15-Dec-08):
| 0.19 | | Annual Holdings Turnover
| 391.00% | | Average for Category:
| 74.74% |
|
| Expense | CBIBX | Category
Avg | | Total Expense Ratio: | 2.01%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | 4.50%
| 2.72% | | 3 Yr Expense Projection*: |
$ 993 | $632 | | 5 Yr Expense Projection*: |
$ 1,303 | $951 | | 10 Yr Expense Projection*: |
$ 2,182 | $1,857 |
|
|
1.56% Nasdaq 
Profile
