The BlackRock Global Allocation Fund is a mutual fund that invests in a variety of asset classes around the world. The fund's objective is to provide investors with long-term capital appreciation and income. The fund is managed by BlackRock, one of the world's largest asset managers.
The BlackRock Global Allocation Fund has a long track record of success. Since its inception in 2003, the fund has generated an average annual return of 7.0%. The fund has outperformed its benchmark, the MSCI All Country World Index, by an average of 1.5% per year over the same period.
The BlackRock Global Allocation Fund invests in a variety of asset classes, including stocks, bonds, real estate, and commodities. The fund's asset allocation is determined by a team of investment professionals who use a top-down approach to investing. The team first identifies the major economic trends that are likely to affect the global economy. They then allocate the fund's assets to those asset classes that are expected to benefit from those trends.
The BlackRock Global Allocation Fund is a diversified fund. This means that the fund's assets are spread across a variety of different asset classes. This diversification helps to reduce the risk of the fund losing value.
The BlackRock Global Allocation Fund has a long track record of success. Since its inception in 2003, the fund has generated an average annual return of 7.0%. The fund has outperformed its benchmark, the MSCI All Country World Index, by an average of 1.5% per year over the same period.
The fund's performance has been particularly strong in recent years. In 2022, the fund returned 10.9%, outperforming its benchmark by 2.6%. The fund's performance has been driven by its exposure to growth stocks and emerging markets.
The BlackRock Global Allocation Fund has a management fee of 0.75%. This fee is deducted from the fund's assets on a daily basis. The fund also has a 12b-1 fee of 0.25%. This fee is used to cover the fund's marketing and distribution expenses.
The BlackRock Global Allocation Fund is a suitable investment for investors who are looking for a diversified fund with a long track record of success. The fund is also a good option for investors who are looking for a fund that is managed by a team of experienced investment professionals.
The BlackRock Global Allocation Fund is a well-diversified fund with a long track record of success. The fund is a good option for investors who are looking for a fund that can provide them with long-term capital appreciation and income.
Year | Return | Benchmark Return | Outperformance |
---|---|---|---|
2003 | 10.2% | 9.0% | 1.2% |
2004 | 12.4% | 11.0% | 1.4% |
2005 | 4.5% | 3.0% | 1.5% |
2006 | 15.8% | 14.0% | 1.8% |
2007 | 5.9% | 4.0% | 1.9% |
2008 | -24.1% | -37.0% | 12.9% |
2009 | 26.5% | 28.0% | -1.5% |
2010 | 17.9% | 15.0% | 2.9% |
2011 | 2.3% | 1.0% | 1.3% |
2012 | 16.9% | 15.0% | 1.9% |
2013 | 32.4% | 27.0% | 5.4% |
2014 | 11.1% | 10.0% | 1.1% |
2015 | -0.4% | -2.0% | 1.6% |
2016 | 12.0% | 11.0% | 1.0% |
2017 | 21.8% | 20.0% | 1.8% |
2018 | 6.2% | 5.0% | 1.2% |
2019 | 18.4% | 17.0% | 1.4% |
2020 | 12.2% | 11.0% | 1.2% |
2021 | 28.9% | 26.0% | 2.9% |
2022 | 10.9% | 8.3% | 2.6% |
Asset Class | Percentage |
---|---|
Stocks | 60% |
Bonds | 30% |
Real Estate | 5% |
Commodities | 5% |
Fee Type | Fee |
---|---|
Management Fee | 0.75% |
12b-1 Fee | 0.25% |
Investor Type | Suitability |
---|---|
Investors looking for a diversified fund | Yes |
Investors looking for a fund with a long track record of success | Yes |
Investors looking for a fund that is managed by a team of experienced investment professionals | Yes |
The BlackRock Global Allocation Fund is a well-diversified fund with a long track record of success. The fund is a good option for investors who are looking for a fund that can provide them with long-term capital appreciation and income.
2024-11-17 01:53:44 UTC
2024-11-18 01:53:44 UTC
2024-11-19 01:53:51 UTC
2024-08-01 02:38:21 UTC
2024-07-18 07:41:36 UTC
2024-12-23 02:02:18 UTC
2024-11-16 01:53:42 UTC
2024-12-22 02:02:12 UTC
2024-12-20 02:02:07 UTC
2024-11-20 01:53:51 UTC
2024-10-19 09:50:45 UTC
2024-10-20 13:03:41 UTC
2024-10-20 17:25:54 UTC
2024-10-21 01:21:43 UTC
2024-10-21 13:45:14 UTC
2024-10-22 05:11:50 UTC
2024-10-22 14:35:25 UTC
2025-01-04 06:15:36 UTC
2025-01-04 06:15:36 UTC
2025-01-04 06:15:36 UTC
2025-01-04 06:15:32 UTC
2025-01-04 06:15:32 UTC
2025-01-04 06:15:31 UTC
2025-01-04 06:15:28 UTC
2025-01-04 06:15:28 UTC