BlackRock Asset Allocation Inv B
100 Bellevue Parkway Wilmington, DE 19809
Map
Phone: 800-882-0052
| Category: | Moderate Allocation | | Fund Family: | BlackRock | | Net Assets: | 81.55M | | Year-to-Date Return: | -26.58% | | Yield: | 1.56% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
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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: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| 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
(23-Oct-08):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 1.30 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 72.64% |
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| Expense | CBIBX | Category
Avg | | Total Expense Ratio: | 2.01%
| 1.09% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 4.50%
| 2.72% | | 3 Yr Expense Projection*: |
$974 | $623 | | 5 Yr Expense Projection*: |
$1,273 | $941 | | 10 Yr Expense Projection*: |
$2,110 | $1,840 |
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1.83% Nasdaq 0.00%
0.01 (0.10%) 
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