Morningstar

BlackRock 20/80 Target Allocation Fund Investor A Shares BACPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.75  /  −0.17 %
  • Total Assets 453.5M
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.98%
  • Turnover 50%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:35 AM GMT+0

Morningstar’s Analysis BACPX

Will BACPX outperform in the 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 BACPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock 20/80 Target Allocation Inv A holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BACPX

More BACPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Total Return K

16.82 77M
—

BlackRock Strategic Income Opps K

11.84 54M
—

iShares US Treasury Bond ETF

9.78 45M
—

iShares 10-20 Year Treasury Bond ETF

9.09 42M
—

iShares Core S&P 500 ETF

8.84 41M
—

iShares Securitized Income Active ETF

5.89 27M
—

iShares Core Universal USD Bond ETF

5.82 27M
—

iShares Systematic Bond ETF

4.83 22M
—

iShares Core International Aggt Bd ETF

4.12 19M
—

iShares Flexible Income Active ETF

4.10 19M
—

Sponsor Center