BlackRock 80/20 Target Allocation Instl
WILMINGTON DE 19809
100 BELLEVUE PARKWAY
Blackrock Funds II
800-441-7762
管理資訊
Lisa Mears O'Connor,自 2019年1月27日 起的牽頭經辦人
Lisa O'Connor is the Global Head of Investments for the LifePath and Model Portfolio Solutions team within the Multi-Asset Strategies group. The team is responsible for the development and management of strategic and tactical asset allocation models.
Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. The fund utilized both proprietary quantitative and fundamental strategies for alpha generation.
Ms. O'Connor was named one of the 50 leading women in hedge funds by the Hedge Fund Journal in 2015.
Lisa Mears O’Connor,Managing Director of BlackRock since 2017, Investment Head for the Model Portfolio Solutions group. Previously, Ms. O'Connor was a Managing Director and Head of Global Portfolio Management of State Street Global Advisors from 2013 to 2017 and a Managing Director of Mellon Capital Management from 2001 to 2013.She received her M.B.A from the University of California at Berkeley in 2002. Ms. Mears O’Connor has attained the Chartered Financial Analyst (“CFA”) designation in 1998. Ms. Mears O’Connor has over 17 years of investment experience.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Allocation--70% to 85% Equity
基金家族BlackRock
淨資產1.44B
本年度至今日回報3.39%
收益率1.84%
晨星評級★★★★
成立日期2006年12月20日
基金運作
上次股息0.31
上次資本增益6.00
持股週轉率97.00%
組別平均無
費用與支出
支出BIAPX類別平均
年報支出比率 (淨值)0.29%0.71%
招股書淨支出比率0.29%無
招股書總支出比率0.32%無
最高 12b1 費用無無
最高首次認購費無4.99%
最高遞延銷售費用無1.43%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
