PERFORMANCE


Cum. Fund Perf. Since Inception: 5,028.75%

Source: Lipper. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Had sales charge been included, returns would have been lower. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Performance for other share classes will vary.


The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be obtained by clicking the "Returns" tab above.


The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Interactive chart displaying fund performance. Javascript is required.

Ex-Date Payable Date Record Date Total Distribution   Income ST Cap Gains LT Cap Gains Return of Capital

Interactive chart displaying fund performance. Javascript is required.

Year Total Distribution   Income ST Cap Gains LT Cap Gains

Past distributions are not indicative of future distributions.



The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be obtained by clicking the "Returns" tab above.

Exposure Breakdowns

Asset Class as of 31-Mar-2015

% Notional Exposures

Ratings

  • Morningstar Rating
     
  • Overall   :
  • 4
  • Overall Morningstar Rating for Balanced Capital Fund, CLASS INST, as of 31-Mar-2015 rated against 787 Tactical Allocation Funds.
  • Lipper Leader Ratings
  • Consistent Return   :
     
  • Total Return   :
     
  • Expense   :
     
  • Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of 28-Feb-2015 out of 497, 3,727, 499, 198 and 499 Funds, respectively in Lipper's Mixed-Asset Target Allocation Growth classification.

KEY FACTS

Size of Fund (Millions)

as of 24-Apr-2015

$1,005.0 M
Size of Class (Millions)

as of 24-Apr-2015

$389.9 M
Inception Date Nov 8, 1973
Asset Class MultiAsset
Morningstar Category Tactical Allocation
Lipper Classification Mixed-Asset Target Allocation Growth
CUSIP 09251C506
Benchmark Index 60% Russell 1000 Index, 40% Barclays Aggregate Index

Total Expense Ratio 0.95%
Net, Including Investment Related Expenses   0.63%
Net, Excluding Investment Related Expenses 0.63%

Max Offer Price

as of 24-Apr-2015

$24.62
Distribution Frequency   Semi-Annual
Number of Holdings

as of 31-Mar-2015

2
Turnover Percent

as of 31-Mar-2015

40%
Open to New Investors Yes

PORTFOLIO CHARACTERISTICS

Alpha (3y)  

as of 30-Jan-2015

0.06
R-Squared (3y)

as of 30-Jan-2015

89.82
Beta (3y)

as of 30-Jan-2015

1.10

30 Day SEC Yield  

as of 31-Mar-2015

0.00%
Unsubsidized 30-Day SEC Yield  

as of 31-Mar-2015

0.00%

Best 3-Month Return Over the Last 3 Years

3 months ending 30-Nov-2013

8.81%
Worst 3-Month Return Over the Last 3 Years

3 months ending 30-Jun-2012

-2.40%

This information must be preceded or accompanied by a current prospectus. For standardized performance, please click on the "Returns" tab above.

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Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

The fund is actively managed and its characteristics will vary.

Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests.

Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions.

International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. These risks may be heightened for investments in emerging markets.

Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.

Obligations of US govt. agencies are supported by varying degrees of credit but generally are not backed by the full faith and credit of the US govt.

Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher rated securities.

Asset allocation strategies do not assure profit and do not protect against loss.

The fund may use derivatives to hedge its investments or to seek to enhance returns. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility.

Short-selling entails special risks. If the fund makes short sales in securities that increase in value, the fund will lose value. Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments.

Performance results reflect past performance and are no guarantee of future results. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of all dividends. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Current performance may be lower or higher than the performance data quoted.

Investing involves risk, including possible loss of principal.

Fund details, holdings and characteristics are as of the date noted and subject to change.

Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period.

Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Those distributions temporarily cause extraordinarily high yields. There is no assurance that a fund will repeat that yield in the future. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

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