Balanced Capital Fund
ABOUT THIS FUND
- A Pillar for Long-Term Investing
- Traditionally Diversified for Balance
- Seeking a Better Balance of Return and Risk
INVESTMENT APPROACHInvests in equity, debt and convertible securities seeking the highest total investment return.
|Total Return (%)||5.85||12.63||12.10||6.47||9.91|
|Morningstar Category Avg. (%)||2.06||10.08||10.38||5.98||-|
|Lipper Category Avg. (%)||2.57||11.15||11.09||6.02||-|
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.
Past distributions are not indicative of future distributions.
as of 30-Jun-2015
|BLACKROCK LARGE CAP CORE FUND||61.95|
|BLACKROCK TOTAL RETURN FUND||37.00|
Asset Class as of 31-May-2015
|Name||Fund Weight (%)|
|BlackRock Large Cap Core||61.11%|
|BlackRock Total Return||36.37%|
% Notional Exposures