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    BlackRock 40/60 Target Allocation Inv A (BAMPX)

    11.92 Up 0.01(0.08%) Jul 2
    Prev Close:11.92
    YTD Return*:4.15%
    Net Assets*:173.61M

    * As of 31-May-15

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


    • No Headlines available for BAMPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Blackrock Total Return Fund Mod19.12N/A
    Blackrock Large Cap Growth Mod8.06N/A
    BlackRock Basic Value K7.80N/A
    BlackRock Strategic Income Opps Instl5.41N/A
    BlackRock Global Long/Short Credit Instl5.37N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.61M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:4.15%
    5y Avg Return:10.62%
    Rank in Category (ytd):12
    % Rank in Category (ytd):1.25%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks a balance between long term capital appreciation and high current income, with an emphasis on income. The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 40% of its assets and exposure to fixed-income securities in an amount equal to 60% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund 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). It is non-diversified. View More
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