THE BLACKROCK GLOBAL ALLOCATION FUND
Since 1989, investors have turned to the Global Allocation Fund
because of its remarkable results.
Learn 3 Reasons Why
One highly diversified, rigorously tested fund has brought its investors strong results for more than two decades.
Since the Global Allocation Fund's launch in 1989, investors have enjoyed cumulative returns of over
1000%*. More so, they have doubled their money every 10 years, no matter when they bought the fund. How many other funds can make this claim? Fewer than 1%.
Over the past two decades, more than one and a half million Americans have turned to Global Allocation to help fund their children's education, provide income during their retirement, and grow their assets to reach their financial goals.
% Average Annual Total Returns
As of 3/31/13
| Investor A Shares | 1 yr. | 3 yr. | 5 yr. | 10 yr. |
|---|---|---|---|---|
| without max sales charge | 6.11 | 6.08 | 3.60 | 10.74 |
| w/ max sales charge | 0.54 | 4.19 | 2.49 | 10.14 |
* Source: BlackRock, Institutional Shares
† Source: Morningstar.
‡ Based on standard deviation.
§ Source: Morningstar. Based on universe of 963 US open-end mutual funds in existence prior to 2/28/89. BlackRock Global Allocation Fund Institutional shares ranked 12 out of 963 from 2/28/89 to 12/31/12 based on Morningstar risk-adjusted returns, a metric calculated by Morningstar, Inc. The Fund is ranked 351, 501, and 10 (all out of 963) over the 1-, 5- and 10-year periods, respectively.
Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown. All returns assume reinvestment of all dividend and capital gain distributions. Refer to the fund profile page for current month-end performance. Total annual operating expenses as stated in the fund's most recent prospectus are .89% (Instutitional Shares)
IMPORTANT RISKS OF THE FUND
Past performance is no guarantee of future results. The fund is actively managed and its characteristics will vary. Any holdings shown are for information only and should not be deemed as a recommendation to buy or sell the securities mentioned. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. The two main risks related to fixed income investing are interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. International investing involves risks related to foreign currency, limited liquidity, less government regulation and possibility of substantial volatility due to adverse political, economic or other developments. Investments in non-investment-grade debt securities ("high-yield" or "junk" bonds) may be subject to greater market fluctuations and risk of default or loss of income and principal than securities in higher rating categories. Asset allocation strategies do not assure profit and do not protect against loss. The fund may actively engage in short-selling, which entails special risks. If the fund makes short sales in securities that increase in value, the fund will lose value. Any loss on short positions may or may not be offset by investing short-sale proceeds in other investments. Investing in derivatives entails specific risks relating to liquidity, leverage and credit that may reduce returns and/or increase volatility.
You should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The Fund's prospectus contains this and other information about the Fund. The prospectus should be read carefully before investing.
USR-1711