Multi Asset

MRBPX

Balanced Capital Fund

Overview

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Performance

Performance

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. The performance information for periods prior to the inception date of the share class is based on the Fund’s Institutional Shares, adjusted to reflect the fees and expenses applicable to such share class. See the fund prospectus for more details.

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 Aug 05, 2020 $11.7 M
Size of Fund (Millions) as of Aug 05, 2020 $1,433.5 M
Share Class launch date Jan 03, 2003
Asset Class MultiAsset
Morningstar Category Allocation--50% to 70% Equity
Lipper Classification Mixed-Asset Target Allocation Growth
Benchmark Index 60% Russell 1000 Index, 40% BBG Barc Aggregate Index
CUSIP 09251C407
Number of Holdings as of Jun 30, 2020 3
Max Offer Price as of Aug 05, 2020 $22.43
Open to New Investors Yes
Turnover Percent in the Annual Report 4%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jun 30, 2020 $ 75,666.2 M
R-Squared (3y) as of Jul 31, 2020 98.94
Beta (3y) as of Jul 31, 2020 1.09
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 15.30%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -13.11%
Fund Standard Deviation (3y) as of Jul 31, 2020 11.70
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for Balanced Capital Fund, Retirement, as of Jul 31, 2020 rated against 636 Allocation--50% to 70% Equity Funds based on risk adjusted total return.

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 Jun 30, 2020 out of 445, 4,694, 446, 234 and 446 Funds, respectively in Lipper's Mixed-Asset Target Allocation Growth classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Aug 29, 2019) ‡

Top Holdings

Portfolio Managers

Portfolio Managers

Philip Green
Managing Director, Head of Global Tactical Asset Allocation

  

Travis Cooke
BlackRock Systematic Active Equity Investment Team
Richard Mathieson
BlackRock Systematic Active Equity Investment Team
Bob Miller
Head of U.S. Multi-Sector Fixed Income

  

Rick Rieder
Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Team

    

David Rogal
Managing Director

 

 

Raffaele Savi
BlackRock Systematic Active Equity Investment Team
Portfolio Manager

Literature

Literature

 

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