All data as of 3/31/17 based on BlackRock Global Allocation Fund Institutional share class (MALOX). Other share classes will vary. Returns are net of fees and include reinvestment of dividends and capital gains. Fund inception date is 2/3/89.
Each asset class is represented by the most relevant Morningstar category of U.S. funds. Click each asset class in the legend to read the category definitions. The list of asset classes is not all-encompassing and the inclusion of other asset classes not shown here may have provided outcomes more or less favorable than those selected.
All portfolios are rebalanced monthly and Global Allocation is added by sourcing proportionally from all asset classes in the portfolio. References to "risk" are based on standard deviation, a measure of the dispersion of an investment's actual returns compared to its expected returns. Growth of $10,000 assumes a hypothetical investment of that amount made on 4/1/92 for 25-year analysis or 4/1/07 for 10-year analysis, with the reinvestment of all dividends and capital gains.
Standard performance periods for Morningstar Categories as of 3/31/17
% Average Annual Returns
BlackRock Global Allocation Fund (Institutional Shares)
Morningstar Convertibles Category Average
Morningstar Corporate Bond Category Average
Morningstar Diversified Emerging Mkts Category Average
Morningstar Equity Precious Metals Category Average
Morningstar Europe Stock Category Average
Morningstar Foreign Large Blend Category Average
Morningstar Global Real Estate Category Average
Morningstar High Yield Bond Category Average
Morningstar Inflation-Protected Bond Category Average
Morningstar Intermediate-Term Bond Category Average
Morningstar Japan Stock Category Average
Morningstar Large Blend Category Average
Morningstar Long Government Category Average
Morningstar Muni National Interm Category Average
Morningstar Pacific/Asia Ex-Japan Stock Category Average
Morningstar Short-Term Bond Category Average
Morningstar Small Blend Category Average
Morningstar World Bond Category Average
Morningstar World Stock Category Average
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. Current performance may be lower or higher than that shown. All returns assume reinvestment of all dividend and capital gain distributions. Refer to www.blackrock.com for current month-end performance.
All data based on Institutional shares, which are not available to all investors. Minimum initial investment for Institutional shares is $2 million. Institutional shares also are available to clients of registered investment advisors with $250,000 invested in the fund, and offered to participants in various wrap fee programs and other sponsored arrangements at various minimums.
Investing involves risk, including possible loss of principal. 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.