Beyond 60/40

Think beyond 60/40

Market challenge: 60/40 portfolios are under pressure
With bond yields near record lows and the stock market near record highs amid heightened volatility, traditional 60/40 portfolios are under pressure. Find new sources of return and diversification with unconstrained and alternative investments.
Market challenge: 60/40 portfolios are under pressure
Seek unconstrained growth with MALOX
Seeks growth, income and equity diversification from a diversified universe of bonds, and reduced portfolio volatility through hedging instruments.
Market challenge: 60/40 portfolios are under pressure
Seek unconstrained income with BIICX
Takes a risk-first approach to income with a track record for competitive and consistent yield.
Seek unconstrained income with BIICX
Diversify with alternatives
Alternative investments can help you build more resilient portfolios that seek to amplify returns by diversifying equity risk.
Diversify with alternatives

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To obtain more information on the funds, including the Morningstar time period ratings and standardized average annual total returns as of the most recent calendar quarter and current month-end, please visit:

BlackRock Global Allocation Fund
BlackRock Multi-Asset Income Fund 
BlackRock Systematic Multi-Strategy Fund

The Morningstar Rating^TM^ for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of dividends and capital gains. Current performance may be lower or higher than that shown. Refer to blackrock.com for most recent month-end performance.

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