BlackRock Balanced Capital R
100 Bellevue Parkway Plainsboro NJ 08536
Map
Phone: 800-441-7762
| Category: | Moderate Allocation | | Fund Family: | BlackRock | | Net Assets: | 10.24M | | Year-to-Date Return: | 13.10% | | Yield: | 2.50% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-03 |
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Daniel Hanson
Lead Manager since
15-Dec-08 | | | Hanson is a Managing Director of BlackRock, Inc. since 2009, and a director and associate portfolio manager as of 2007. His service with the firm dates back to 2003, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was responsible for fundamental research for large cap equities. Prior to joining MLIM in 2003. Hanson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | 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):
| 0.18 | | Last Cap Gain
(23-Dec-08):
| 1.11 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 74.74% |
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| Expense | MRBPX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.02% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 412 | $632 | | 5 Yr Expense Projection*: |
$ 713 | $951 | | 10 Yr Expense Projection*: |
$ 1,568 | $1,857 |
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2.03% Nasdaq 
0.01 (0.05%) 
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