4 / 5 Stars
3 3 3 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#2 in Tactical Allocation
U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.35 percent over the past year, 10.31 percent over the past three years, 13.36 percent over the past five years, and 6.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||6.1%|
The investment seeks the highest total investment return. The fund invests in equity securities and fixed-income securities. It may make investments directly in equity and fixed-income securities, indirectly through one or more funds that invest in such securities, or in a combination of securities and funds. The fund intends to invest at least 25% of assets in equity securities and at least 25% of assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities. It may invest in debt securities of any maturity.
Fees are Low compared to funds in the same category.
BlackRock Balanced Capital Fund has an expense ratio of 0.97 percent.
Risk is Average compared to funds in the same category according to Morningstar.