Multi Asset

BSTIX

Strategic Risk Allocation 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.
1.38 4.85 - - 2.45
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. 1.09 6.97 - - -
Morningstar Category Avg. (%) World Allocation -2.28 3.33 3.32 4.43 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 1 1 - - -
Lipper Category Avg. (%) Alt Global Macro Funds -2.65 1.60 1.69 3.63 -
Lipper Ranking Rankings are based on total return excluding sales charges. 62/331 35/259 - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 1 - - -


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 26-Aug-2016 $27.9 M
Size of Fund (Millions) as of 26-Aug-2016 $30.1 M
Share Class launch date 27-Dec-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
Net, Excluding Investment Related Expenses 1.00%
Gross Expense Ratio 1.66%
Number of Holdings as of 29-Jul-2016 31
Max Offer Price as of 26-Aug-2016 $9.89
Open to New Investors Yes
Turnover Percent as of 31-Jul-2016 4%

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for Strategic Risk Allocation Fund, Class Inst, as of - rated against - World Allocation Funds.

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 31-Jul-2016 out of 260, 4,041, 261, 136 and 261 Funds, respectively in Lipper's Alt Global Macro Funds classification.

Exposure Breakdowns

Exposure Breakdowns

Asset Class as of 31-Jul-2016

% of Market Value

Risk Factors as of 31-Jul-2016

% of Market Value

Portfolio Managers

Portfolio Managers

Ked Hogan
Managing Director
Philip Hodges
Philip Hodges
Portfolio Manager

Literature

Literature

 

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