BAGPX – BlackRock 60/40 Target Allocation Inv A Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation, and current income is also a consideration. The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BIGPX	BlackRock 60/40 Target Allocation Fund Institutional Shares	Institutional	Open			Dec 21, 2006	$562.46M	0.340%	Low	$2M	$27.77M
BAGPX	BlackRock 60/40 Target Allocation Fund Investor A Shares	Front Load	Open			Dec 21, 2006	$779.90M	0.680%	Low	$1,000	−$25.12M
BCGPX	BlackRock 60/40 Target Allocation Fund Investor C Shares	Level Load	Open			Dec 21, 2006	$47.60M	1.410%	Below Average	$1,000	−$8.80M
BKGPX	BlackRock 60/40 Target Allocation Fund Class K	Retirement, Large	Open			Mar 28, 2016	$763.51M	0.320%	Low	$5M	−$17.84M
BRGPX	BlackRock 60/40 Target Allocation Fund Class R Shares	Retirement, Medium	Open			Dec 21, 2006	$54.22M	0.870%	Low	$100	$2.68M

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