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Nasdaq - Delayed Quote USD
BlackRock 20/80 Target Allocation R (BRCPX)
10.72
-0.15
(-1.38%)
At close: 8:00:08 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- Merrill Lynch
- Schwab Institutional Only
- Raymond James
- Raymond James WRAP Eligible
- Sterne, Agee & Leach, Inc.,
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- MSWM Brokerage
- H Beck Inc.
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
Fund Summary
The fund, which is a fund of funds, normally the advisor intends to obtain exposure to equity securities (and certain other instruments) in an amount equal to 20% of its assets and exposure to fixed-income securities in an amount equal to 80% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.
Fund Overview
| Category | Allocation--15% to 30% Equity |
| Fund Family | BlackRock |
| Net Assets | 439.21M |
| YTD Return | 1.30% |
| Yield | 3.68% |
| Morningstar Rating | |
| Inception Date | Dec 21, 2006 |
Performance & Risk
| YTD Return | 0.83% |
| 5y Average Return | 3.28% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
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