BlackRock Conservative Prepared C
100 Bellevue Parkway Wilmington, DE 19809
Map
Phone: 800-441-7762
| Category: | Conservative Allocation | | Fund Family: | BlackRock | | Net Assets: | 18.03M | | Year-to-Date Return: | -6.58% | | Yield: | 1.80% | | Morningstar Rating: | N/A | | Fund Inception Date: | 21-Dec-06 |
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Philip Green
Lead Manager since
21-Dec-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: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a balance between long term capital appreciation and high current income, with a greater emphasis on income. The fund invests 40% of assets in underlying funds that invest primarily in equity securities and 60% of assets in underlying funds that invest primarily in fixed income securities. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 59.69% |
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| Expense | BCCPX | Category
Avg | | Total Expense Ratio: | 1.18%
| 0.98% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 1.00%
| 2.79% | | 3 Yr Expense Projection*: |
$789 | $706 | | 5 Yr Expense Projection*: |
$1,415 | $1,090 | | 10 Yr Expense Projection*: |
$3,104 | $2,110 |
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1.49% Nasdaq 
0.27%
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