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Fund Intelligence | Best Managers | PCBSX Insights | PCBSX Score | PCBSX Performance | PCBSX Manager | PCBSX News | PCBSX Allocation | PCBSX Holdings Change

Mutual Fund Insights: BlackRock Asset Allocation Svc Fund (PCBSX)

In-depth Analysis of BlackRock Asset Allocation Svc Fund (PCBSX)

Mutual fund chart: BlackRock Asset Allocation Svc Fund (PCBSX)

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See BlackRock Asset Allocation Svc Fund (PCBSX) performance details as of February 28, 2010

  

    Last Trade: $14.06 on 3/19/2010, Change: -0.08 (-0.57%)
Experiment our closing price forecasting tool for BlackRock Asset Allocation Svc Fund (PCBSX) (alpha release)

  

Fund Manager - Philip Green

Fund Manager Tenure: 3.5 years   [Similar Funds: PCBAX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Philip Green is a Managing Director of BlackRock since 2006; Vice President of Merrill Lynch Investment Managers, L.P. (“MLIM”) from 1999 to 2006. At MLIM, Philip Green was responsible for asset allocation and a number of quantitative equity strategies with the Quantitative Advisors group. Prior to joining MLIM in 1999, Philip Green was a senior portfolio manager at Bankers Trust Company and led the global asset allocation and managed futures groups. Earlier, Philip Green led the currency overlay group.  Get more insights on Philip Green

  

What we like about BlackRock Asset Allocation Svc Fund (PCBSX) What we like about BlackRock Asset Allocation Svc Fund (PCBSX)

Data for BlackRock Asset Allocation Svc Fund (PCBSX) as of February 28, 2010

  • BlackRock Asset Allocation Svc Fund (PCBSX) management has been with BlackRock Asset Allocation Svc Fund for 3.5 years
  • BlackRock Asset Allocation Svc Fund (PCBSX) has good short-term performance (1-year return 41.51% vs 39.25 % Moderate Allocation category average)
  • BlackRock Asset Allocation Svc Fund (PCBSX) has good mid-term performance (3-year return 0.12% vs -2.09 % Moderate Allocation category average)
  • BlackRock Asset Allocation Svc Fund (PCBSX) has good Long-term performance (5-year return 3.43% vs 2.04 % Moderate Allocation category average)
  • BlackRock Asset Allocation Svc Fund (PCBSX) has a Morningstar rating of 4 and above

  

What we are cautious about BlackRock Asset Allocation Svc Fund (PCBSX) What we are cautious about BlackRock Asset Allocation Svc Fund (PCBSX)

Data for BlackRock Asset Allocation Svc Fund (PCBSX) as of February 28, 2010

  • BlackRock Asset Allocation Svc Fund (PCBSX) ratio of up-years vs down years can be improved
  • BlackRock Asset Allocation Svc Fund (PCBSX) has an annual stock turnover rate of 354.00% that is higher than the Moderate Allocation average of 97.84%. This could mean BlackRock Asset Allocation Svc is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Asset Allocation Svc Fund (PCBSX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.98 that is higher than category average of 14.91
  • BlackRock Asset Allocation Svc Fund (PCBSX) has a higher management fee of 1.14% than its Moderate Allocation average of 1.03%
  • Even though BlackRock Asset Allocation Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See BlackRock Asset Allocation Svc Fund (PCBSX) performance details as of February 28, 2010

  

  

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BlackRock Asset Allocation Svc Fund (PCBSX) Net Asset

Track net asset change of BlackRock Asset Allocation Svc fund (PCBSX)

DateNet Asset
02/2010$549.83M
01/2010$1.48M
11/2009$1.53M
More historic net asset information on BlackRock Asset Allocation Svc Fund (PCBSX)

  

BlackRock Asset Allocation Svc Fund (PCBSX) Portfolio Allocation

Track portfolio allocation change of BlackRock Asset Allocation Svc fund (PCBSX)

DateCashStockBondOther
09/200910.2%50.64%37.65%1.52%
06/200917.9%45.51%31.94%4.64%
03/200913.17%39.96%40.74%6.12%
Click here to see more historic asset allocation information on BlackRock Asset Allocation Svc Fund (PCBSX)

  

Most Recent Top 10 Holdings in BlackRock Asset Allocation Svc Fund (PCBSX)

Discover what BlackRock Asset Allocation Svc Fund (PCBSX) 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 Svc Fund (PCBSX)

  

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