BlackRock Balanced Inv B

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Note: The following information has not been updated by the vendor since 10/23/20.

Address:	400 Howard St.
	San Francisco, CA 94105
Phone # for sales:	(800) 474-2737
Website:	www.ishares.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: BlackRock Balanced Inv B

Symbol: CBIBX

Portfolio contains these types of investments:

General Elec - FNMA 5.5% - Cisco Sys - ExxonMobil Citigroup - Intel - Microsoft - American Intl Grp - Wal-Mart Stores - Lucent Tech

Minimum Investment: $500

1-Year Profit Projection: N/A

Brief fund description:

BlackRock Balanced Portfolio - Investor B Shares seeks total return consistent with capital preservation. The fund normally invests at least 25% of assets in fixed-income senior securities; it also invests in equities. Its debt portfolio may consist of investment-grade foreign securities, mortgage- and asset-backed securities, and U.S. government obligations. It may invest in ADRs. Investor A, B, and C shares are offered by the fund, all of which differ in fee structure; Institutional and Service shares are for institutional investors. Past names: PNC Balanced Portfolio and Compass Capital Balanced Portfolio - Investor B.

Expenses TOP

Annual expense ratio: 2.07

Tax Efficiency: N/A

Load Type:

Back

Load Percentage: 4.5

Performance TOP

Performance 3 Months: -2.6

Performance Year to Date: -0.7

Performance 12 Months: 3.34

Performance 3 Years: 12.2

Performance 5 Years: 15.2

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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