4 / 5 Stars
4 5 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 85 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 8.56 percent over the past year, 8.73 percent over the past three years, and 15.31 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize current income with consideration for capital appreciation. The fund may invest up to 80% of its assets in equity securities and up to 100% of its assets in fixed income securities. It may also invest significantly in BlackRock equity and/or fixed income mutual funds ("underlying funds") and affiliated and unaffiliated exchange traded funds ("ETFs"). The fund may invest in securities of both U.S. or non-U.S. issuers without limit, which can be U.S. dollar based or non-U.S. dollar based and may be currency hedged or unhedged. It may invest in securities of companies of any market capitalization. The fund is non-diversified.
Fees are Low compared to funds in the same category.
BlackRock Multi-Asset Income Portfolio has an expense ratio of 0.55 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.