BlackRock Asset Allocation Inv A
100 Bellevue Parkway Wilmington, DE 19809
Map
Phone: 800-882-0052
| Category: | Moderate Allocation | | Fund Family: | BlackRock | | Net Assets: | 438.20M | | Year-to-Date Return: | -6.15% | | Yield: | 2.05% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-88 |
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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
(17-Jul-08):
| 0.08 | | Last Cap Gain
(6-Dec-07):
| 1.30 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 71.04% |
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| Expense | PCBAX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$883 | $625 | | 5 Yr Expense Projection*: |
$1,145 | $954 | | 10 Yr Expense Projection*: |
$1,892 | $1,865 |
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1.00% Nasdaq 
0.09 (0.63%) 
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