Blackrock balanced moderate index dc fund
BlackRock Canadian MSCI EAFE Equity Index Class D 10.6% BlackRock Canadian Real Return Bond Index Class D 9.9% BlackRock Canadian Global Dev. Real Estate Index Fund Class D 5.0% iShares MSCI Emerging Markets 4.3% Total Percentage of Fund 100.0% FUND FACTS as at Dec. 31, 2019 Fund type: Index Managed Asset Allocation Fund Fund size: $8.6 Million Fund inception date: October 2001 Underlying fund name: BlackRock Balanced Moderate Index DC Fund Aggressive Index DC Fund Fund Manager BlackRock Asset Management Canada Ltd Investment Objective The objective of the Fund is to provide investors with a single fund that diversifies investments among bonds, Canadian stocks and foreign stocks, to provide long term growth. Investment Strategy Like most balanced funds, the Aggressive Fund invests in a mix of stocks and bonds (either directly or through other BlackRock-managed index funds). What makes the The Fund will obtain broad-based exposure to Canadian equity. This Fund invests in the Sun Life BlackRock Composite Equity Fund which attempts to replicate the performance of a well-known Canadian Equity Index. The Fund obtains global equity exposure by investing in global sector iShares exchange traded funds (ETFs). The Fund will invest primarily in iShares® ETFs (or other mutual funds) that are managed by BlackRock Canada or an affiliate (the “underlying funds”), but may also invest directly in fixed income securities, equity securities, and cash or cash equivalents. The Fund's returns prior to June 3, 2015 are the returns of the Fund when it followed different investment strategies under the name "BlackRock Moderate Prepared Portfolio." Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. BlackRock CDN LifePath 2020 Index Fund 17.225459 CAD 16/03/2020 BlackRock CDN LifePath 2025 Index Fund 17.524465 CAD 16/03/2020 BlackRock CDN LifePath 2030 Index Fund 16.939190 CAD 16/03/2020 BlackRock CDN LifePath 2035 Index Fund 16.753967 CAD 16/03/2020 BlackRock CDN LifePath 2040 Index Fund 16
BlackRock Balanced. Moderate Index DC Fund. Fund Manager. BlackRock Asset . Management Canada Ltd. Investment Objective. The objective of the Fund is
Fund performance prior to July 1999 is modelled using benchmark asset weights and Underlying fund name: BlackRock Balanced Moderate Index DC Fund. BlackRock Balanced Moderate Index DC Fund, 30.167879, CAD, 16/03/2020. BlackRock CDN LifePath Retirement Index Fund I, 17.009292, CAD, 16/03/2020. Fund performance prior to September 1999 is modelled using benchmark asset mix Underlying fund name: BlackRock Balanced Conservative Index DC Fund. Sun Life BlackRock Canadian Balanced Fund is an equity fund by Sun Life Global Investments sub-advised by BlackRock Asset Management. 1 Nov 2019 funds with the most assets in 401(k) and other defined-contribution plans, We have no problem with the index funds listed in the top 100. Best for: Conservative investors with both preservation of capital and growth in mind. At last report, American Balanced held 61% in stocks, 34% in bonds and The iShares Core Moderate Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds Net Expense Ratio: 0.25% BlackRock Fund Advisors, the investment adviser to Use to establish a long-term, balanced portfolio and combine with other funds
Fund performance prior to July 1999 is modelled using benchmark asset weights and index return. CUMIS Moderate Balanced Index Fund (BLK) CL-092-Q4 0120 BlackRock Balanced Moderate Index DC Fund Underlying fund size: $1,326 Million Underlying fund inception date: June 1999 Number of holdings: 7
BlackRock CDN LifePath 2020 Index Fund 17.225459 CAD 16/03/2020 BlackRock CDN LifePath 2025 Index Fund 17.524465 CAD 16/03/2020 BlackRock CDN LifePath 2030 Index Fund 16.939190 CAD 16/03/2020 BlackRock CDN LifePath 2035 Index Fund 16.753967 CAD 16/03/2020 BlackRock CDN LifePath 2040 Index Fund 16 Fund performance prior to July 1999 is modelled using benchmark asset weights and index return. CUMIS Moderate Balanced Index Fund (BLK) CL-092-Q4 0120 BlackRock Balanced Moderate Index DC Fund Underlying fund size: $1,326 Million Underlying fund inception date: June 1999 Number of holdings: 7 DFS BlackRock Balanced Moderate Index Fund is a Pooled Fund incorporated in Canada. The Fund's investment objective seeks to provide a return derived from both income and capital appreciation. The
Sun Life BlackRock Canadian Balanced Fund is an equity fund by Sun Life Global Investments sub-advised by BlackRock Asset Management.
BlackRock Balanced Moderate Index DC Fund, 30.167879, CAD, 16/03/2020. BlackRock CDN LifePath Retirement Index Fund I, 17.009292, CAD, 16/03/2020. Fund performance prior to September 1999 is modelled using benchmark asset mix Underlying fund name: BlackRock Balanced Conservative Index DC Fund. Sun Life BlackRock Canadian Balanced Fund is an equity fund by Sun Life Global Investments sub-advised by BlackRock Asset Management. 1 Nov 2019 funds with the most assets in 401(k) and other defined-contribution plans, We have no problem with the index funds listed in the top 100. Best for: Conservative investors with both preservation of capital and growth in mind. At last report, American Balanced held 61% in stocks, 34% in bonds and The iShares Core Moderate Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds Net Expense Ratio: 0.25% BlackRock Fund Advisors, the investment adviser to Use to establish a long-term, balanced portfolio and combine with other funds Underlying Fund BlackRock Balanced Moderate Index DC Fund Fund Manager BlackRock Asset Management Canada Ltd Investment Objective The objective of the Fund is to provide investors with a single fund that diversifies investments among bonds, Canadian stocks and foreign stocks, to provide a balance of income and growth over the long term. Investment Strategy Like most balanced funds, the Moderate Fund invests in BlackRock CDN LifePath 2020 Index Fund 17.928947 CAD 03/13/2020 BlackRock CDN LifePath 2025 Index Fund 18.482775 CAD 03/13/2020 BlackRock CDN LifePath 2030 Index Fund 18.084874 CAD 03/13/2020 BlackRock CDN LifePath 2035 Index Fund 18.109870 CAD 03/13/2020 BlackRock CDN LifePath 2040 Index Fund 18
Fund performance prior to July 1999 is modelled using benchmark asset weights and index return. CUMIS Moderate Balanced Index Fund (BLK) CL-092-Q4 0120 BlackRock Balanced Moderate Index DC Fund Underlying fund size: $1,326 Million Underlying fund inception date: June 1999 Number of holdings: 7
BlackRock Balanced Moderate Index DC Fund, 30.167879, CAD, 16/03/2020. BlackRock CDN LifePath Retirement Index Fund I, 17.009292, CAD, 16/03/2020. Fund performance prior to September 1999 is modelled using benchmark asset mix Underlying fund name: BlackRock Balanced Conservative Index DC Fund. Sun Life BlackRock Canadian Balanced Fund is an equity fund by Sun Life Global Investments sub-advised by BlackRock Asset Management. 1 Nov 2019 funds with the most assets in 401(k) and other defined-contribution plans, We have no problem with the index funds listed in the top 100. Best for: Conservative investors with both preservation of capital and growth in mind. At last report, American Balanced held 61% in stocks, 34% in bonds and The iShares Core Moderate Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds Net Expense Ratio: 0.25% BlackRock Fund Advisors, the investment adviser to Use to establish a long-term, balanced portfolio and combine with other funds Underlying Fund BlackRock Balanced Moderate Index DC Fund Fund Manager BlackRock Asset Management Canada Ltd Investment Objective The objective of the Fund is to provide investors with a single fund that diversifies investments among bonds, Canadian stocks and foreign stocks, to provide a balance of income and growth over the long term. Investment Strategy Like most balanced funds, the Moderate Fund invests in
BlackRock Balanced Moderate Index DC Fund Fund Profile. Date of Formation: Jun 30 1999, Auditor: PricewaterhouseCoopers LLP. Sales Compensation: Front Fund performance prior to July 1999 is modelled using benchmark asset weights and Underlying fund name: BlackRock Balanced Moderate Index DC Fund. BlackRock Balanced Moderate Index DC Fund, 30.167879, CAD, 16/03/2020. BlackRock CDN LifePath Retirement Index Fund I, 17.009292, CAD, 16/03/2020. Fund performance prior to September 1999 is modelled using benchmark asset mix Underlying fund name: BlackRock Balanced Conservative Index DC Fund. Sun Life BlackRock Canadian Balanced Fund is an equity fund by Sun Life Global Investments sub-advised by BlackRock Asset Management.