BlackRock Aurora Instl 100 Bellevue Parkway Wilmington, DE 19809 Map
Phone: 800-441-7762
| Category: | Mid-Cap Blend | | Fund Family: | BlackRock | | Net Assets: | 97.86M | | Year-to-Date Return: | -8.83% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Feb-95 |
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Wayne J. Archambo
Lead Manager since
31-Jan-05 | | | Archambo is managing director with BlackRock Advisor. Prior to joining BlackRock in 2002, he was a founding partner and manager of Boston Partners Asset Management, L.P.s small and mid-cap value equity products since the firms inception in 1995. Archambo holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $2,000,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return, consisting principally of capital appreciation. The fund invests at least 80% of total assets in small- and mid-capitalization common and preferred stocks and securities convertible into common and preferred stocks. It may invest up to 20% of total assets in other securities, such as large-capitalization stocks, growth stocks, and bonds. The fund may invest up to 5% of total assets in bonds that are below Standard & Poor's BBB or Moody's Baa rating categories, or their unrated equivalents. |
| Last Dividend
(15-Dec-00):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 6.02 | | Annual Holdings Turnover
| 134.00% | | Average for Category:
| 90.83% |
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| Expense | SSRCX | Category Avg | | Total Expense Ratio: | 1.01%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$345 | $605 | | 5 Yr Expense Projection*: |
$601 | $957 | | 10 Yr Expense Projection*: |
$1,336 | $1,895 |
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