The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
BlackRock 60/40 Target Allocation Instl BIGPX
- NAV / 1-Day Return 14.90 / −0.20 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.290%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.22%
- Turnover 93%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0
Morningstar’s Analysis BIGPX
Will BIGPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 86.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core S&P 500 ETF | 27.99 | 436.9 Mil | — |
Blackrock Total Return Fund Grw | 16.54 | 258.2 Mil | — |
iShares Core Total USD Bond Market ETF | 9.25 | 144.3 Mil | — |
BlackRock Sustainable Adg Lg Cp Cr K | 9.17 | 143.0 Mil | — |
iShares MSCI EAFE Value ETF | 5.43 | 84.8 Mil | — |
iShares S&P 500 Value ETF | 4.54 | 70.8 Mil | — |
iShares MSCI EAFE Growth ETF | 3.61 | 56.3 Mil | — |
iShares 20+ Year Treasury Bond ETF | 3.40 | 53.1 Mil | — |
iShares MSCI USA Quality Factor ETF | 3.11 | 48.5 Mil | — |
iShares US Technology ETF | 3.00 | 46.8 Mil | — |