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BlackRock Multi-Asset Income Portfolio K (BKMIX)

10.08
-0.10
(-0.98%)
At close: 8:00:07 PM EDT
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  • Previous Close 10.18
  • YTD Return 3.38%
  • Expense Ratio 0.52%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 10.6B
  • Beta (5Y Monthly) 0.73
  • Yield 5.93%
  • 5y Average Return --
  • Holdings Turnover 83.00%
  • Last Dividend 0.15
  • Inception Date Feb 3, 2017

The fund may invest up to 60% of its assets in equity securities and up to 100% of its assets in fixed income securities. In addition, it may invest in structured notes that provide exposure to covered call options or other types of financial instruments. The fund may also invest up to 15% of its assets in collateralized debt obligations (“CDOs”), including collateralized loan obligations (“CLOs”).

BlackRock

Fund Family

Allocation--30% to 50% Equity

Fund Category

10.6B

Net Assets

2017-02-03

Inception Date

Performance Overview: BKMIX

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Trailing returns as of 4/3/2025. Category is Allocation--30% to 50% Equity.

YTD Return

BKMIX
3.38%
Category
5.91%
 

1-Year Return

BKMIX
10.35%
Category
18.59%
 

3-Year Return

BKMIX
4.48%
Category
8.56%
 

5-Year Return

BKMIX
4.89%
Category
7.44%
 

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Holdings: BKMIX

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Sector Weightings

SectorBKMIX
Technology   17.37%
Industrials   14.46%
Healthcare   11.45%
Utilities   8.44%
Real Estate   8.23%
Energy   7.18%

Recent News: BKMIX

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Research Reports: BKMIX

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