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Morningstar

BlackRock 80/20 Target Allocation A BAAPX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.49  /  0.69 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.630%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.59%
  • Turnover 51%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis BAAPX

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

People Pillar

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

Summary

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Strength in BlackRock 80/20 Target Allocation A’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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