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All data as of based on Institutional shares, which are not available to all investors. Other share classes will vary. Returns calculated from first full month post inception (2/28/89). Fund inception date is 2/3/1989. Asset allocations shown are as of the dates indicated and are not a recommended allocation.
References to “risk” or “volatility” are based on standard deviation, a measure of the dispersion of an investment’s actual returns compared to its expected returns.
On the Results Calculator tab, the “Start” year/quarter refers to the beginning of the quarter, while the “End” year/quarter refers to the end of the quarter. e.g. 2003 Q1 – 2012 Q4 refers to the period 1/1/2003 – 12/31/2012.
References to “Global Stocks” based on the FTSE World Index, a broad based capitalization-weighted index comprised of 2,200 equities from 24 countries in 12 regions, including the United States. The Citigroup World Government Bond Index includes the most significant and liquid government bond markets globally that carry at least an investment grade rating. Index weights are based on the market capitalization of qualifying outstanding debt stocks.
Performance data current to the most recent month end may be obtained by visiting blackrock.com/ga.
Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The performance depicted above is for the BlackRock Global Allocation Fund (Institutional). Other share classes will vary. Current performance may be lower or higher than that shown. Returns are net of fees and assume reinvestment of all dividend and capital gain distributions. Refer to blackrock.com for current month-end performance. Total/net annual operating expenses as stated in the fund’s most recent prospectus are 0.87%/0.78% for Institutional shares. The fund’s net annual fund operating expenses including investment-related expenses, include investment dividend expense, interest expense, acquired fund fees and expenses and certain other fund expenses. Net expenses also take into account fees which BlackRock has agreed to waive voluntarily. Please note that BlackRock may discontinue these voluntarily waivers at any time without notice.
Important Risks: The fund is actively managed and its characteristics will vary. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. These risks may be heightened for investments in emerging markets. Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Non-investment grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher-rated securities. Short-selling entails special risks. If the fund makes short sales in securities that increase in value, the fund will lose value. Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments. The fund may use derivatives to hedge its investments or to seek to enhance returns. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility.
You should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the fund and are available, along with information on other BlackRock funds, by calling 800-882-0052 or from your financial professional. The prospectus ( found here ) should be read carefully before investing.
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Prepared by BlackRock Investments, LLC, member FINRA.