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Morningstar

BlackRock 80/20 Target Allocation C BCAPX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.06  /  0.99 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.380%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.92%
  • Turnover 51%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:23 AM GMT+00:00

Morningstar’s Analysis BCAPX

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

People Pillar

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

Summary

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Strength in BlackRock 80/20 Target Allocation C’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. 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.

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