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BlackRock Allocation Target Shrs Ser A (BATAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.42-0.01 (-0.11%)
As of 08:05AM EDT. Market open.

BlackRock Allocation Target Shrs Ser A

Wilmington DE 19809

100 Bellevue Parkway

Blackrock Bond Allocation Target Shares

Management Information
,Lead Manager since September 20, 2015
Samir Lakhani, Managing Director, is Co-Head of the Securitized Assets Team in Global Fixed Income. From 2012 to 2020, Mr. Lakhani was co-head of the CMBS and Senior CRE Debt business, and continues to act as a Lead CMBS Portfolio Manager within Global Fixed Income in addition to his other responsibilities. Mr. Lakhani is Chair of the Commercial Mortgage Loan Committee within Global Fixed Income, and a member of the BlackRock Real Estate Debt Investment Committee within BlackRock’s Real Assets Group. Prior to joining BlackRock in 2009, Mr. Lakhani was a Vice President at R3 Capital Partners, where he invested in securitized assets including ABS, CMBS, CLO's and Specialty Finance transactions. Mr. Lakhani held similar roles at Lehman Brothers in their Global Principal Strategies group. Mr. Lakhani joined Lehman Brothers in 2006 initially in Structured Credit Products. Previously, Mr. Lakhani held positions at JP Morgan Partners, in their Private Equity and Mezzanine Debt group, from 2001 to 2004. Mr. Lakhani served on the Board of Governors for the Commercial Real Estate Finance Council ("CREFC") from 2012 - 2018. Mr. Lakhani earned a BS Degree in Economics and a BS degree in Engineering, summa cum laude, from the University of Pennsylvania, and an MBA degree from Harvard Business School.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMiscellaneous Fixed Income
Fund FamilyBlackRock
Net Assets2.62B
YTD Return3.48%
Yield6.15%
Morningstar Rating★★★★
Inception DateSept 20, 2015

Fund Operations

Last Dividend0.25
Last Cap Gain-7.00
Holdings Turnover53.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBATAXCategory Average
Annual Report Expense Ratio (net)0.01%0.00%
Prospectus Net Expense Ratio0.01%N/A
Prospectus Gross Expense Ratio0.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A