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BlackRock Managed Volatility Svc (PCBSX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Managed Volatility Svc (PCBSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock Managed Volatility Svc Fund (PCBSX) ManagerFund Manager - Philip J. Green

Fund Manager Information

Fund Manager Tenure: 13.6 years
Similar Funds: PCBAX 
Fund Family: BlackRock
Fund Category: Tactical Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Green is Managing Director and co-head of the Global Multi-Asset Strategies team in BlackRock's Multi-Asset Client Solutions (BMACS) group. He is the lead portfolio manager for BlackRock's Asset Allocation Fund, Hedged Equity Platform, Prepared Portfolios (Target Date/Target Risk) and other multi-asset retail and institutional portfolios. Mr. Green's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was responsible for a variety of asset allocation and equity strategies. Prior to joining MLIM, Mr. Green was a Managing Director at Bankers Trust Company. During his career, Mr. Green has helped build and lead a quantitative equity team, an active asset allocation team and a currency overlay team. He is the author of many articles on investing, some of which have been published in the Financial Analysts Journal, Journal of Foreign Exchange & Money Markets, and the Journal of Investing. Mr. Green earned a BS degree in economics from the Wharton School of the University of Pennsylvania and an MBA degree in finance from the Stern School of Business of New York University.  Get more insights on Philip J. Green

 

Graph of BlackRock Managed Volatility Svc Fund (PCBSX) ProfileBlackRock Managed Volatility Svc Fund (PCBSX) Profile

Fund Profile and Description

BlackRock Managed Volatility Svc Fund seeks maximal total return. The Fund uses an asset allocation strategy, investing varying percentages of its portfolio in three major categories: stocks, bonds and, to a lesser extent, money market instruments. It primarily buys common stock but also can invest in preferred stock, convertible securities and certain derivative securities. BlackRock Managed Volatility Svc Fund invests primarily in dollar-denominated investment grade bonds, but may invest up to 20% of the fund's fixed income allocation in junk bonds or non-dollar denominated bonds or bonds of emerging market issuers.

 

BlackRock Managed Volatility Svc (PCBSX) Fund Strength What we like about BlackRock Managed Volatility Svc (PCBSX) Fund

Data for BlackRock Managed Volatility Svc Fund (PCBSX) as of May 30, 2016

  • BlackRock Managed Volatility Svc Fund (PCBSX) management has been with BlackRock Managed Volatility Svc Fund for 13.6 years
  • BlackRock Managed Volatility Svc Fund (PCBSX) has good mid-term performance (3-year return 2.03% vs 1.64% Tactical Allocation category median performance)
  • BlackRock Managed Volatility Svc Fund (PCBSX) ratio of up-years vs down years is greater than 2
  • BlackRock Managed Volatility Svc Fund (PCBSX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.46, lower than category average of 8.01
  • BlackRock Managed Volatility Svc Fund (PCBSX) has a lower expense ratio than its Tactical Allocation average: 1.17% vs 1.34%

BlackRock Managed Volatility Svc Fund (PCBSX) Weakness What we are cautious about BlackRock Managed Volatility Svc (PCBSX) Fund

Data for BlackRock Managed Volatility Svc Fund (PCBSX) as of May 30, 2016

  • BlackRock Managed Volatility Svc Fund (PCBSX) has a less-than-ideal short-term performance (1-year return -6.59% vs -5.46% Tactical Allocation category median performance)
  • BlackRock Managed Volatility Svc Fund (PCBSX) has a less-than-ideal Long-term performance (5-year return 2.54% vs 2.66% Tactical Allocation category median performance)
  • BlackRock Managed Volatility Svc Fund (PCBSX) has a Morningstar rating of 3 and below
  • BlackRock Managed Volatility Svc Fund (PCBSX) has an annual stock turnover rate of 295.00% that is higher than the Tactical Allocation average of 269.38%. This could mean BlackRock Managed Volatility Svc is more nimble, but also signal potential high tax impact and high trading fees
  • Even though BlackRock Managed Volatility Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in BlackRock Managed Volatility Svc Fund (PCBSX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See BlackRock Managed Volatility Svc Fund (PCBSX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Managed Volatility Svc Fund (PCBSX)Compare with other top Tactical Allocation category mutual funds

Aadditional top Tactical Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Managed Volatility Svc-1.54-6.592.032.54
Invesco Balanced-Risk Allc R5 (ABRIX)6.45-0.932.755.49Compare
Meeder Muirfield (FLMFX)0.00-7.357.256.46Compare
Goldman Sachs Balanced Strategy Instl (GIPIX)2.01-0.992.953.33Compare

See top fund managers for Tactical Allocation Category Funds

 

Compare BlackRock Managed Volatility Svc Fund (PCBSX)Compare with Tactical Allocation category ETFs

Some Tactical Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Morg Crk Glbl Tacticl ETF (GTAA)2.22%-9.44%-0.95%
AdvisorShares Meidell Tacticl Advtge ETF (MATH)-3.10%-13.34%-1.66%
IQ Real Return ETF (CPI)0.53%-0.21%0.67%

 

Graph of BlackRock Managed Volatility Svc Fund (PCBSX) Net Asset TrackingBlackRock Managed Volatility Svc (PCBSX) Fund Net Asset

Track net asset change of BlackRock Managed Volatility Svc fund (PCBSX)

DateNet Asset
05/2016$639.09M
03/2016$645.23M
02/2016$645.68M
More historic net asset information on BlackRock Managed Volatility Svc Fund (PCBSX)

  

Graph of BlackRock Managed Volatility Svc Fund (PCBSX) Portfolio TrackingBlackRock Managed Volatility Svc (PCBSX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Managed Volatility Svc fund (PCBSX)

DateCashStockBondOther
04/201630.28%39.21%29.31%0.52%
02/201649.54%20.16%29.66%0.05%
01/201648.87%21.03%29.72%0.05%
Click here to see more historic asset allocation information on BlackRock Managed Volatility Svc Fund (PCBSX)

 

graph of BlackRock Managed Volatility Svc Fund (PCBSX) Top 10 Position TrackingTop 10 Holdings in BlackRock Managed Volatility Svc (PCBSX) Fund

Discover what BlackRock Managed Volatility Svc Fund (PCBSX) manager is buying

Apr 29, 2016
Canada Govt 1.5% [2.1%]
Canada Govt 1.75% [2.1%]
United Kingdom (Government Of) 1.25% [2.08%]
United Kingdom (Government Of) 1.75% [2.08%]
United Kingdom (Government Of) 2% [2.07%]
Australia(Cmnwlth) 5.25% [2.04%]
Germany (Federal Republic Of) 3.25% [2.02%]
Germany (Federal Republic Of) 3.5% [2.02%]
Germany (Federal Republic Of) 3.75% [2.02%]

Feb 28, 2016
Australia(Cmnwlth) 4.5% [2.2%]
Australia(Cmnwlth) 2.75% [2.19%]
Canada Govt 1.5% [2.19%]
Canada Govt 1.75% [2.18%]
Australia(Cmnwlth) 5.25% [2.14%]
Germany (Federal Republic Of) 3.25% [2.05%]
Germany (Federal Republic Of) 3.5% [2.05%]
Germany (Federal Republic Of) 3.75% [2.05%]
United Kingdom (Government Of) 2% [2.03%]

Jan 30, 2016
Canada Govt 1.5% [2.04%]
Canada Govt 1.75% [2.04%]
Australia(Cmnwlth) 2.75% [2.02%]
Australia(Cmnwlth) 4.5% [2.02%]
Australia(Cmnwlth) 5.25% [2.02%]
United Kingdom (Government Of) 1.75% [1.99%]
United Kingdom (Government Of) 2% [1.99%]
United Kingdom (Government Of) 1.25% [1.98%]
US Treasury Note 3.625% [1.97%]
Click here for Stock Holding Change Map in BlackRock Managed Volatility Svc Fund (PCBSX)

  

Latest News on BlackRock Managed Volatility Svc (PCBSX) Fund

See what is happening with BlackRock Managed Volatility Svc Fund (PCBSX)

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BlackRock Managed Volatility Svc Fund (PCBSX) Related ResourcesSee more information on BlackRock Managed Volatility Svc (PCBSX) Fund

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