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Morningstar

BlackRock 20/80 Target Allocation Inv C BCCPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.95  /  +0.55 %
  • Total Assets 425.1 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.16%
  • Turnover 105%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:24 AM GMT+0

Morningstar’s Analysis BCCPX

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

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock 20/80 Target Allocation Inv C's 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.

by Morningstar Manager Research
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Portfolio Holdings BCCPX

More BCCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Total Return Fund - Ct

16.92 72.3 Mil
—

iShares Core Total USD Bond Market ETF

16.85 72.0 Mil
—

BlackRock Strategic Income Opps K

12.04 51.5 Mil
—

BlackRock US Mortgage Portfolio Instl

7.93 33.9 Mil
—

iShares 20+ Year Treasury Bond ETF

6.76 28.9 Mil
—

iShares Core S&P 500 ETF

6.16 26.3 Mil
—

iShares MSCI USA Quality Factor ETF

5.10 21.8 Mil
—

iShares Investment Grade Systmtc Bd ETF

4.93 21.1 Mil
—

iShares S&P 500 Growth ETF

4.11 17.6 Mil
—

iShares Treasury Floating Rate Bond ETF

3.09 13.2 Mil
—