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Blackrock SectorS Mutual Funds
Investment Model Portfolios

This plan is best used for accounts in Blackrock and it only uses no load Blackrock  mutual funds that have only no more than $5000 minimum investment requirement. 

Investment options of Blackrock SectorS Mutual Funds

Total Available Funds: 5
Asset Class Ticker Description
US EQUITY
MID-CAP VALUE BMCAX BlackRock Mid-Cap Value Equity Inv A
LARGE GROWTH MDFGX BlackRock Capital Appreciation Inv A
LARGE VALUE MBBAX BlackRock Basic Value Inv B
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opps Inv A
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Bond Index K

Investment model portfolios

We provide two types of investment model portfolios for Blackrock SectorS Mutual Funds participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Blackrock SectorS Mutual Funds Strategic Asset Allocation - Optimal Moderate NA 33.27% 6.86% 9.34% 6.27% 7.23% 6.46% 6.46%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Blackrock SectorS Mutual Funds Tactical Asset Allocation Moderate NA 31.82% 5.84% 10.67% 7.51% 8.32% 7.69% 8.34%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000