BlackRock Growth Prepared Portfolio

Scorecard
4 / 5 Stars
Lipper
4 4 2 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all BlackRock funds

See full Moderate Allocation rankings

See more fund rankings

Performance

The fund has returned 20.16 percent over the past year, 9.26 percent over the past three years, and 17.66 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 20.2%
3 Years (Annualized) 9.3%
5 Years (Annualized) 17.7%
10 Years (Annualized) N/A

See more BCGPX performance

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, including 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 Above Average compared to funds in the same category.
BlackRock Growth Prepared Portfolio has an expense ratio of 1.30 percent.

See more BCGPX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more BCGPX risk