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Mutual Fund Insights: BlackRock Asset Allocation Inv B Fund (CBIBX)

In-depth Analysis of BlackRock Asset Allocation Inv B Fund (CBIBX)

Mutual fund chart: BlackRock Asset Allocation Inv B Fund (CBIBX)

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See BlackRock Asset Allocation Inv B Fund (CBIBX) performance details as of January 31, 2010

Last Trade: $13.89 on 3/19/2010, Change: -0.07 (-0.5%)

Experiment our closing price forecasting tool for BlackRock Asset Allocation Inv B Fund (CBIBX) (alpha release)

Fund Manager - Philip Green

Fund Manager Tenure: 3.5 years
Fundmojo Fund Grade: B (Score: 0.61) (What does this score mean?)

Green joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. At MLIM, he was responsible for asset allocation and a number of quantitative equity strategies with the Quantitative Advisors group. Prior to joining MLIM in 1999, he was a senior portfolio manager at Bankers Trust Company and led the global asset allocation and managed futures groups. Earlier, he led the currency overlay group. Get more insights on Philip Green

What we like about BlackRock Asset Allocation Inv B Fund (CBIBX)

Data for BlackRock Asset Allocation Inv B Fund (CBIBX) as of January 31, 2010

BlackRock Asset Allocation Inv B Fund (CBIBX) management has been with BlackRock Asset Allocation Inv B Fund for 3.5 years
BlackRock Asset Allocation Inv B Fund (CBIBX) has good short-term performance (1-year return 28.69% vs 27.80% Moderate Allocation category average)
BlackRock Asset Allocation Inv B Fund (CBIBX) has good mid-term performance (3-year return -1.54% vs -2.95% Moderate Allocation category average)
BlackRock Asset Allocation Inv B Fund (CBIBX) has good Long-term performance (5-year return 2.53% vs 1.92% Moderate Allocation category average)
BlackRock Asset Allocation Inv B Fund (CBIBX) ratio of up-years vs down years is greater than 2
BlackRock Asset Allocation Inv B Fund (CBIBX) has a Morningstar rating of 4 and above

What we are cautious about BlackRock Asset Allocation Inv B Fund (CBIBX)

Data for BlackRock Asset Allocation Inv B Fund (CBIBX) as of January 31, 2010

BlackRock Asset Allocation Inv B Fund (CBIBX) has an annual stock turnover rate of 354.00% that is higher than the Moderate Allocation average of 87.10%. This could mean BlackRock Asset Allocation Inv B is more nimble, but also signal potential high tax impact and high trading fees
BlackRock Asset Allocation Inv B Fund (CBIBX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.88 that is higher than category average of 14.84
BlackRock Asset Allocation Inv B Fund (CBIBX) has a higher management fee of 2.01% than its Moderate Allocation average of 1.02%
BlackRock Asset Allocation Inv B Fund (CBIBX) carries a 4.5% load

See BlackRock Asset Allocation Inv B Fund (CBIBX) performance details as of January 31, 2010

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BlackRock Asset Allocation Inv B Fund (CBIBX) Net Asset

Track net asset change of BlackRock Asset Allocation Inv B fund (CBIBX)

Date	Net Asset
01/2010	$63.58M
11/2009	$67.19M
10/2009	$66.63M

More historic net asset information on BlackRock Asset Allocation Inv B Fund (CBIBX)

BlackRock Asset Allocation Inv B Fund (CBIBX) Portfolio Allocation

Track portfolio allocation change of BlackRock Asset Allocation Inv B fund (CBIBX)

Date	Cash	Stock	Bond	Other
09/2009	10.2%	50.64%	37.65%	1.52%
06/2009	17.9%	45.51%	31.94%	4.64%
03/2009	13.17%	39.96%	40.74%	6.12%

Click here to see more historic asset allocation information on BlackRock Asset Allocation Inv B Fund (CBIBX)

Most Recent Top 10 Holdings in BlackRock Asset Allocation Inv B Fund (CBIBX)

Discover what BlackRock Asset Allocation Inv B Fund (CBIBX) manager is buying

30-Sep-09

Blackrock Liquidity Fund [8.69%]
S&P 500 Dec 09 [7.03%]
FNMA [2.22%]
FNMA [1.89%]
Russell 2000 Emini Ice Dec 09 [1.74%]
United States Treas Nts 3% [1.73%]
United States Treas Nts 2.375% [1.13%]
Receive A Fixed Rate Of 3.41% And Pay A Floating R [1.1%]
Receive A Fixed Rate Of 3.41% And Pay A Floating R [1.1%]
FNMA [1.1%]

30-Jun-09

Blackrock Liquidity Fund [13.99%]
S&P 500 TR [5.09%]
Russell 2000 Emini Ice Sep 09 [3.18%]
Djia Index Sep 09 [2.87%]
Pay A Fixed Rate Of 1.81% And Receive A Floating R [1.71%]
Pay A Fixed Rate Of 1.81% And Receive A Floating R [1.7%]
Receive A Fixed Rate Of 5.11% And Pay A Floating R [1.68%]
FNMA [1.66%]
Receive A Fixed Rate Of 5.11% And Pay A Floating R [1.56%]
Receive A Fixed Rate Of 3.41% And Pay A Floating R [1.35%]

31-Mar-09

Cds: Pay A Fixed Rate Of 1.81% And Recei [2.04%]
Receive A Fixed Rate Of 5.11% And Pay A [2.02%]
FNMA [1.88%]
Receive A Fixed Rate Of 5.11% And Pay A [1.85%]
(L)ubsw Swap 5.295 2/8/17 [1.62%]
FNMA [1.61%]
Irs: Receive A Fixed Rate Of 4.39% And P [1.43%]
(L)ubsw Swap 5.360 2/8/17 [1.36%]
FNMA 5.5% [1.35%]
FHLMC [1.33%]

Click here for Stock Holding Change Map in BlackRock Asset Allocation Inv B Fund (CBIBX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.