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Morningstar

BlackRock 60/40 Target Allocation Inv A BAGPX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.49  /  0.52 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.16%
  • Turnover 58%

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

Morningstar’s Analysis BAGPX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin BlackRock 60/40 Target Allocation Inv A's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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