Skip to Content
Morningstar

BlackRock 40/60 Target Allocation R BRMPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.03  /  −0.17 %
  • Total Assets 608.9 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.45%
  • Turnover 101%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:13 AM GMT+0

Morningstar’s Analysis BRMPX

Will BRMPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRMPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRMPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRMPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock 40/60 Target Allocation R’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRMPX

More BRMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Total Return Fund Mod

19.04 120.1 Mil
—

iShares Core S&P 500 ETF

16.22 102.3 Mil
—

iShares Core Total USD Bond Market ETF

12.02 75.8 Mil
—

BlackRock Strategic Income Opps K

8.04 50.7 Mil
—

iShares MSCI USA Quality Factor ETF

7.89 49.8 Mil
—

BlackRock US Mortgage Portfolio Instl

5.87 37.0 Mil
—

iShares 20+ Year Treasury Bond ETF

5.10 32.2 Mil
—

iShares MSCI EAFE Value ETF

3.15 19.9 Mil
—

iShares S&P 500 Growth ETF

3.01 19.0 Mil
—

iShares TIPS Bond ETF

2.85 17.9 Mil
—