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BSTIX

Total Factor Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
5.01 4.02 - - 3.47
Benchmark (%) Index: 60%MSCI Wrld Ind(Net TR USD Hdg)/40%Bar US Agg Ind.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 10.81 6.68 - - -
Morningstar Category Avg. (%) World Allocation 10.48 3.92 5.63 3.93 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 440/466 216/399 - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 3 - - -
Lipper Category Avg. (%) Alt Global Macro Funds 6.10 1.96 2.77 2.96 -
Lipper Ranking Rankings are based on total return excluding sales charges. 173/298 63/264 - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 1 - - -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
5.79 -1.82 1.49 5.01 12.57 - - 17.65
Benchmark (%) Index: 60%MSCI Wrld Ind(Net TR USD Hdg)/40%Bar US Agg Ind.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 8.96 1.22 2.79 10.81 21.42 - - -
Morningstar Category Avg. (%) World Allocation 11.01 1.03 3.37 10.48 12.22 31.49 46.97 -
Lipper Category Avg. (%) Alt Global Macro Funds 7.08 0.51 2.62 6.10 6.26 15.39 35.10 -


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.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Oct 17, 2017 $34.1 M
Size of Fund (Millions) as of Oct 17, 2017 $37.8 M
Share Class launch date Dec 27, 2012
Asset Class MultiAsset
Morningstar Category World Allocation
Lipper Classification Alt Global Macro Funds
Benchmark Index 60%MSCI Wrld Ind(Net TR USD Hdg)/40%Bar US Agg Ind
CUSIP 091936484
Number of Holdings as of Sep 29, 2017 2,757
Max Offer Price as of Oct 17, 2017 $10.46
Open to New Investors Yes
Turnover Percent as of Sep 30, 2017 73%

Ratings

Ratings

Lipper Leader

 
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 Sep 30, 2017 out of 264, 4,225, 264, 145 and 264 Funds, respectively in Lipper's Alt Global Macro Funds classification.

Exposure Breakdowns

Exposure Breakdowns

as of Sep 29, 2017

% of Market Value

Type Fund
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Ked Hogan
Head of Investments for BlackRock’s Factor-Based Strategies Group

  

Philip Hodges
Philip Hodges
Portfolio Manager

Literature

Literature

 

How to Buy BlackRock Funds

How to Buy BlackRock Funds

There are many ways to access BlackRock Funds, learn how you can add them to your portfolio