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Morningstar

BlackRock 60/40 Target Allocation Instl BIGPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.90  /  −0.20 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.290%
  • 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the BIGPX 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 BIGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin BlackRock 60/40 Target Allocation Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIGPX

More BIGPX Holdings
  • 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
—