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BlackRock Moderate Prepared Inv A (BAMPX)

12.64 Up 0.04(0.32%) Aug 19
Prev Close:12.60
YTD Return*:3.14%
Net Assets*:132.39M
Yield*:2.96%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BAMPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Blackrock Total Return Fund Mod22.78N/A
Blackrock Mstr Basic Val Fund Mod10.02N/A
Blackrock Large Cap Growth Mod9.01N/A
BlackRock Capital Appreciation BlackRock8.27N/A
BlackRock Long-Horizon Equity Instl6.25N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:132.39M
Category:Tactical Allocation
Annual Report Expense Ratio (net):0.62%

Performance & Risk

YTD Return:3.14%
5y Avg Return:11.25%
Rank in Category (ytd):49
% Rank in Category (ytd):15.46%
Beta (3y):1.06
Morningstar Risk Rating:3

Fund Summary

The investment seeks a balance between long term capital appreciation and high current income, with a greater emphasis on capital appreciation. The fund, which is a fund of funds, normally invests 60% of its assets in underlying funds that invest primarily in equity securities and 40% of its assets in underlying funds that invest primarily in fixed income securities, including exchange-traded funds ("ETFs"). It may, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives). The fund is non-diversified. View More
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