Multi Asset

Aggressive Growth Fund 529 Option

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.

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.

Performance chart data not available for display.
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Distributions

This fund does not have any distributions.

Key Facts

Key Facts

Size of Class (Millions) as of Aug 07, 2020 $0.5 M
Size of Fund (Millions) as of Aug 07, 2020 $273.1 M
Share Class launch date Jul 15, 2019
Asset Class MultiAsset
Benchmark Index 80% Russell 3000 Index 20% MSCI EAFE Index
CUSIP 19452P313
Number of Holdings as of Jul 31, 2020 10
Max Offer Price as of Aug 07, 2020 $25.47
Open to New Investors Yes
Expenses as of current program description

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jul 31, 2020 $ 33,836.5 M
R-Squared (3y) as of Jul 31, 2020 0.00
Fund Standard Deviation (3y) as of Jul 31, 2020 0.00
Beta (3y) as of Jul 31, 2020 0.00
This information must be preceded or accompanied by a current program description. For standardized performance, please see the Performance section above.

Ratings

Holdings

Holdings

as of Jul 31, 2020
Name Weight (%)
ISHARES RUSSELL 1000 INDEX FUND 34.96
BLACKROCK LARGE CAP CORE FUND 20.19
ISHARES CORE MSCI EAFE ETF 11.78
BLACKROCK CAPITAL APPRECIATION FUND INC 10.00
Name Weight (%)
BLACKROCK EQUITY DIVIDEND FUND 9.90
BLACKROCK ADVANTAGE INTERNATIONAL FUND 7.34
BLACKROCK DISCIPLINED SMALL CAP CORE FUND 5.67

Exposure Breakdowns

Exposure Breakdowns

as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
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

Philip Green
Managing Director, Head of Global Tactical Asset Allocation

  

Justin Christofel, CFA
Portfolio Manager, Multi-Asset Portfolio Strategies

   

Jeremy Ehrlich
Jeremy Ehrlich
Richard Murrall
Director, Global Tactical Asset Allocation

    

Vidya Gunasekaran
Vidya Gunasekaran
Portfolio Manager

Literature

Literature

 

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