Skip to Content

BlackRock 80/20 Target Allocation C BCAPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.36  /  +0.79 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.91%
  • Turnover 97%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:27 AM GMT+0

Morningstar’s Analysis BCAPX

Will BCAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

BlackRock 80/20 Target Allocation C’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BCAPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 80.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

26.22 391.1 Mil

iShares MSCI USA Quality Factor ETF

12.87 192.0 Mil

iShares S&P 500 Growth ETF

6.96 103.8 Mil

BlackRock Master Total Return Portfolio

6.07 90.6 Mil

iShares S&P 500 Value ETF

6.01 89.7 Mil

iShares MSCI EAFE Value ETF

5.17 77.1 Mil

iShares MSCI EAFE Growth ETF

4.96 74.0 Mil

iShares Core Total USD Bond Market ETF

4.80 71.6 Mil

iShares MSCI USA Momentum Factor ETF

3.96 59.1 Mil

BlackRock Unconstrained Equity Instl

3.90 58.2 Mil