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Overview
Performance
Performance
Growth of Hypothetical $10,000
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Distributions
Interactive chart displaying fund performance. Javascript is required.
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Returns
Performance data is not currently available
Performance data is not currently available
Performance is shown after deduction of ongoing charges. Any entry and exit charges are excluded from the calculation.
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 March 28, 2016, the commencement of operations of the share class, shows the performance of the Fund’s Institutional Shares. The performance of this share class would be substantially similar to Institutional Shares because this share class and Institutional Shares invest in the same portfolio of securities and performance would only differ to the extent that this share class and Institutional Shares have different expenses.
The Fund’s returns prior to June 3, 2015 are the returns of the Fund when it followed different investment strategies under the name “BlackRock Aggressive Growth Prepared Portfolio.”
See the Fund’s prospectus for more details.
The performance information for periods prior to March 28, 2016, the commencement of operations of the share class, shows the performance of the Fund’s Institutional Shares. The performance of this share class would be substantially similar to Institutional Shares because this share class and Institutional Shares invest in the same portfolio of securities and performance would only differ to the extent that this share class and Institutional Shares have different expenses.
The Fund’s returns prior to June 3, 2015 are the returns of the Fund when it followed different investment strategies under the name “BlackRock Aggressive Growth Prepared Portfolio.”
See the Fund’s prospectus for more details.
Key Facts
Key Facts
Size of Class (Millions)
as of Jun 08, 2023
$373.0 M
Size of Fund (Millions)
as of Jun 08, 2023
$1,167.5 M
Share Class launch date
Mar 28, 2016
Asset Class
MultiAsset
Morningstar Category
Moderately Aggressive Allocation
Lipper Classification
Mixed-Asset Target Alloc Agg Growth
Benchmark Index
56% MSCI ACWI Index, 24% MSCI US Index, and 20% US Universal Index
CUSIP
09257E720
Number of Holdings
as of May 31, 2023
13
Max Offer Price
as of Jun 08, 2023
$15.25
Open to New Investors
Yes
Turnover Percent in the Annual Report
51%
Portfolio Characteristics
Portfolio Characteristics
R-Squared (3y)
as of May 31, 2023
99.06
Beta (3y)
as of May 31, 2023
0.99
Best 3-Month Return Over the Last 3 Years
3 months ending Jan 31, 2021
14.86%
Worst 3-Month Return Over the Last 3 Years
3 months ending Jun 30, 2022
-13.46%
Fund Standard Deviation (3y)
as of May 31, 2023
14.69
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.
Sustainability Characteristics
Sustainability Characteristics
Sustainability Characteristics provide investors with specific non-traditional metrics. Alongside other metrics and information, these enable investors to evaluate funds on certain environmental, social and governance characteristics. Sustainability Characteristics do not provide an indication of current or future performance nor do they represent the potential risk and reward profile of a fund. They are provided for transparency and for information purposes only. Sustainability Characteristics should not be considered solely or in isolation, but instead are one type of information that investors may wish to consider when assessing a fund. Learn more
This fund does not seek to follow a sustainable, impact or ESG investment strategy. The metrics do not change the fund’s investment objective or constrain the fund’s investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund. For more information regarding the fund's investment strategy, please see the fund's prospectus.
Review the MSCI methodologies behind Sustainability Characteristics using the links below.
All data is from MSCI ESG Fund Ratings as of May 19, 2023, based on holdings as of Nov 30, 2022. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time.
To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money market funds) of the fund’s gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities.
Business Involvement
Business Involvement
Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments.
Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe. For more information regarding a fund's investment strategy, please see the fund's prospectus.
Review the MSCI methodology behind the Business Involvement metrics, using links below.
BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.45% and for Oil Sands 1.57%.
Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above.
Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research.
ESG Integration
ESG Integration
ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process.
The Fund manager includes ESG considerations in the research, monitoring and reporting phases of the investment process. This includes both BlackRock and third-party research and feeds into the initial investment decision. When making buy, hold and sell decisions, the team takes into consideration competitive advantages of allocating to vehicles that provide access to companies with stronger ESG characteristics, within a given industry. The Fund manager conducts regular portfolio risk reviews between the investment team and BlackRock’s Risk and Quantitative Analysis group as well as portfolio reviews with Chief Investment Officers. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors.
Ratings
Ratings
Holdings
Holdings
as of May 31, 2023
| Name | Weight (%) |
|---|---|
| ISHARES CORE S&P 500 ETF | 21.77 |
| BLACKROCK SUSTAINABLE ADV LC CL K | 13.16 |
| iShares MSCI USA Quality Factor ET | 12.59 |
| ISHARES MSCI EAFE GROWTH ETF | 9.98 |
| BLACKROCK TOTAL RETURN FUND AGR | 8.71 |
| Name | Weight (%) |
|---|---|
| ISHARES CORE TOTAL USD BOND MARKET | 7.98 |
| ISHARES MSCI EAFE VALUE ETF | 6.49 |
| EMERGING MARKETS FUND INVK | 5.97 |
| ISHARES US TECHNOLOGY ETF | 5.50 |
| iShares MSCI USA Min Vol Factor ET | 3.22 |
Top Holdings
Exposure Breakdowns
Exposure Breakdowns
Exposure Breakdowns
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
Head of Model Portfolios Solutions, Americas, Multi-Asset Strategies & Solutions
Michael Gates, CFA, is the lead portfolio manager for Target Allocation Models in the Americas.
Portfolio Manager
Literature
Literature
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