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Morningstar

BlackRock 40/60 Target Allocation Inv A BAMPX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.61  /  0.85 %
  • Total Assets 621.5 Mil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.72%
  • Turnover 63%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:27 AM GMT+00:00

Morningstar’s Analysis BAMPX

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

People Pillar

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

Summary

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Strength in BlackRock 40/60 Target Allocation Inv A’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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