BlackRock Aggressive Growth Prepared Portfolio Class R (BRAPX)

12.51
Net Asset Value
+0.81%
1 Day
+4.25%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
1.78%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long term capital appreciation. The fund normally invests 100% of its assets in underlying funds that invest primarily in equity securities, including exchange-traded funds ("ETFs"). Variations in the target percentage allocation between underlying funds that invest primarily in equity securities and underlying funds that invest primarily in fixed-income securities are permitted up to 10%. Therefore, based on a target allocation of 100% of assets to underlying equity funds, the fund may have an equity/fixed-income allocation ranging to 90%/10%. It is non-diversified.

Performance

1 month+1.87% 3 years+13.72%
3 months+6.92% 5 years+11.14%
1 year+10.85% Since inception+5.86%
Data through --

Peer Comparisonvs. Large blend

 BRAPXCategory
Performance 5-yr return+11.14%+12.97%
Expense ratio1.78%1.13%
Risk 5 year sharpe ratio0.810.97
Net assets$46.4M$3.8B
Average market cap$32.9B$104.1B
Average P/E18.917.5
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenurePhilip Green / 7 Years
Minimal initial investment$100.00
Minimum IRA investment$100.00

Holdings

U.S. stock52.98%
Cash19.75%
Fixed income14.68%
International stock12.45%
Other0.15%
Top 5 Sectors
Portfolio weighting
Industrial materials 13.92%
Financial service 13.34%
Energy 13.15%
Hardware 10.12%
Healthcare 10.12%
Top 10 Holdings
Portfolio weighting
-- 14.51%
MBVKX BlackRock Basic Value Fund Class K14.01%
BFGBX BlackRock Capital Appreciation Fund BlackRock Shares7.16%
MADVX BlackRock Equity Dividend Fund Institutional Shares6.66%
IYF iShares U.S. Financials ETF6.66%
PSGIX BlackRock Small Cap Growth Equity Portfolio Institutional Shares6.09%
MAEFX BlackRock EuroFund Institutional Shares6.02%
IYW iShares U.S. Technology ETF4.68%
IYJ iShares U.S. Industrials ETF4.49%
IYH iShares U.S. Healthcare ETF3.61%

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