| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 278 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 20.96 percent over the past year, 11.19 percent over the past three years, and 3.15 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.1% |
| 1 Year | 21.0% |
| 3 Years (Annualized) | 11.2% |
| 5 Years (Annualized) | 3.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation, and current income is also a consideration. The fund, which is a fund of funds, normally invests 80% of its assets in underlying funds that invest primarily in equity securities and 20% of its assets in underlying funds that invest primarily in fixed income securities. It may also directly invest in exchange-traded funds ("ETFs"). The fund may, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives). It is non-diversified.
Fees
Fees are High compared to funds in the same category.
BlackRock Growth Prepared Portfolio has an expense ratio of 1.39 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
