BlackRock Moderate Prepared Portfolio

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

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.

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Performance

The fund has returned 15.97 percent over the past year, 9.53 percent over the past three years, and 12.72 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.1%
1 Year 16.0%
3 Years (Annualized) 9.5%
5 Years (Annualized) 12.7%
10 Years (Annualized) N/A

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Summary

The investment seeks a balance between long term capital appreciation and high current income, with a greater emphasis on capital appreciation. The fund, which is a fund of funds, normally invests 60% of its assets in underlying funds that invest primarily in equity securities and 40% of its assets in underlying funds that invest primarily in fixed income securities, including exchange-traded funds ("ETFs"). It 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). The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
BlackRock Moderate Prepared Portfolio has an expense ratio of 0.77 percent.

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Risk

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

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