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Overall Morningstar Rating™ |
| What is this? |
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| As of 2009-10-31 |
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Out of Diversified Pacific/Asia Funds |
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar® Style Box™ |
| What is this? |
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Large |
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Value |
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| As of
2009-09-30 |
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| Day Change |
| $ -0.03 |
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| NAV (2009-11-20) |
| $ 17.03 |
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| YTD Return % (2009-11-20) |
| 29.57% |
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| Total Assets ($ mil) |
| 481 |
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| Growth of $10,000 |
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Fund: |
BlackRock Pacific B |
| (from
1999-01-01
to 2009-10-31) |
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Category: |
Diversified Pacific/Asia |
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Index: |
MSCI EAFE NR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2009-11-20 |
| Inception date: 1988-10-21 |
10yr and Inception Returns as of 2009-10-31 |
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YTD Returns as of 2009-11-20 |
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|
YTD |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
| Fund |
29.57 |
67.09 |
-0.89 |
5.98 |
2.63 |
6.11 |
| +/- Category |
-1.39 |
33.99 |
4.52 |
1.38 |
--- |
--- |
| +/- MSCI EAFE NR USD |
-0.04 |
14.41 |
3.86 |
1.72 |
--- |
--- |
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| Standardized Annual Returns % more on standardized returns |
| Quarter-End (as of
2009-09-30) |
26.06 |
8.29 |
-1.30 |
7.29 |
3.62 |
6.32 |
| Month-End (as of 2009-10-31) |
21.27 |
26.82 |
-3.40 |
6.21 |
2.63 |
6.11 |
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| After Tax Returns % (as of
2009-09-30
)
|
| On Distribution |
--- |
23.51 |
-5.06 |
4.90 |
1.03 |
--- |
| On Distribution & Sale of Shares |
--- |
20.15 |
-2.94 |
5.18 |
1.50 |
--- |
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| Morningstar Rating |
--- |
--- |
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--- |
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| # of compared funds covered (3 yrs : out of 2 funds), (5 yrs : out of 1 funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is
closed to all investors,
the maximum deferred sales fee is
closed to all investors,
and the maximum redemption sales fee is
closed to all investors. |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. |
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| Sector Breakdown % |
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Information |
16.94 |
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Software |
0.00 |
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Hardware |
7.93 |
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Media |
3.25 |
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Telecommunications |
5.76 |
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Service |
45.95 |
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Healthcare |
5.37 |
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Consumer Services |
6.24 |
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Business Services |
5.19 |
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Financial Services |
29.15 |
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Manufacturing |
37.11 |
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Consumer Goods |
15.39 |
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Industrial Materials |
12.40 |
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Energy |
6.46 |
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Utilities |
2.87 |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
5.3 |
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Stocks |
94.7 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
94.7 |
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(as a % of Assets) |
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| Data through 2009-09-30 |
Data through 2009-09-30 |
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| Holding Status |
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| Total Number of Stock Holdings |
78 |
|
Turnover % |
86 |
| Total Number of Bond Holdings |
0 |
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30 Day SEC Yield % |
--- |
| % of Assets in Top 10 Holdings |
21.48 |
|
ending as of
2009-09-30 |
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View Data Definitions |
| Top 10 Holdings |
Sector |
Country |
% of Net Assets |
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Samsung Electronics |
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South Korea |
3.14 |
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BHP Billiton Limited |
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United Kingdom |
2.55 |
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Honda Motor Company |
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Japan |
2.34 |
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ANZ Banking Group Ltd |
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Australia |
2.04 |
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National Australia Bank Limited |
--- |
Australia |
1.96 |
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Taiwan Semiconductor Manufacturing |
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Taiwan |
1.94 |
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Japan Tobacco Inc. |
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Japan |
1.92 |
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Henderson Land Development Co. Ltd. |
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Hong Kong |
1.91 |
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Nippon Telegraph and Telephone Corporation |
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Japan |
1.86 |
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Shinhan Financial Grp |
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South Korea |
1.82 |
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Data through 2009-09-30 |
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| Fund Inception: 1988-10-21 |
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Portfolio Manager (Start Date) |
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Nicholas Scott (2008-09-01) |
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Scott is managing director and chief investment officer for Asian Equities within the Portfolio Management Group at BlackRock. He joined BlackRock in January 2007. Before that, he was chief executive officer and chief investment officer for Prudential Asset Management, Hong Kong (“PAMHK”), and responsible for PAMHK’s overall business in Hong Kong and its investment business in Asia. Prior to joining PAMHK in April 2000, he was Head of Asian Pacific Equities in London with M&G Investment Management. |
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Robert Weatherston (2008-09-01) |
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Weatherston is director and portfolio manager at BlackRock. He is a member of BlackRock’s Value Equity team. Prior to joining BlackRock in 2006, he was a fund manager overseeing Asian investments at Merrill Lynch Investment Managers, L.P. (“MLIM”). He joined MLIM in 1996.
Weatherston holds Chartered Financial Analyst designation. |
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Sales Charge % (taken from prospectus dated 2009-04-30) |
| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
1.93 |
based on net assets
(taken from annual report dated 2008-12-31)
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| Correspondence Information |
100 Bellevue Parkway Wilmington DE 19809 Wilmington,
DE
19809 United States |
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| Telephone: |
| 800-441-7762 |
| 609-282-2800 |
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