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Morningstar

BlackRock 20/80 Target Allocation R BRCPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.52  /  −0.19 %
  • Total Assets 429.4 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.88%
  • Turnover 105%

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

Morningstar’s Analysis BRCPX

Will BRCPX 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 BRCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock 20/80 Target Allocation R's Morningstar Medalist Rating of Silver.

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
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Portfolio Holdings BRCPX

More BRCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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iShares Convertible Bond ETF

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—