BlackRock Asset Allocation Inv A
100 Bellevue Parkway Wilmington, DE 19809
Phone: 800-882-0052
| Category: |
Moderate Allocation |
| Fund Family: |
BlackRock |
| Net Assets: |
495.96M |
| Year-to-Date Return: |
9.26% |
| Yield: |
1.91% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
29-Dec-88 |
|
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: |
$1,000 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks high 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. |
| Last Dividend
(6-Dec-07):
|
0.12 |
| Last Cap Gain
(6-Dec-07):
|
1.30 |
| Annual Holdings Turnover
|
93.00% |
| Average for Category:
|
68.16% |
|
| Expense |
PCBAX |
Category
Avg |
| Total Expense Ratio: |
1.21%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
5.25%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$892 |
$638 |
| 5 Yr Expense Projection*: |
$1,160 |
$954 |
| 10 Yr Expense Projection*: |
$1,925 |
$1,869 |
|
|
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