5 / 5 Stars
5 5 5 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 75 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 9.53 percent over the past year, 9.69 percent over the past three years, and 11.58 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||7.8%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||11.6%|
|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 assets in equity securities and up to 100% of 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"). It 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. The fund may invest in securities of companies of any market capitalization. It 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.