A strong management team and sound investment process underpin BlackRock 60/40 Target Allocation Inv C'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 second-highest quintile among peers.
- NAV / 1-Day Return 13.32 / 0.99 %
- Total Assets 1.3 Bil
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Adj. Expense Ratio
- Expense Ratio 1.370%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.46%
- Turnover 58%
Morningstar’s Analysis BCGPX
Will BCGPX outperform in future?
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