BlackRock 60/40 Target Allocation Inv C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
BlackRock 60/40 Target Allocation Fund Investor C Shares BCGPX
- NAV / 1-Day Return 16.86 / −0.35 %
- Total Assets 2.2B
-
Adj. Expense Ratio
1.410%
- Expense Ratio 1.150%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.51%
- Turnover 49%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:51 AM GMT+0
Morningstar’s Analysis BCGPX
Will BCGPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BCGPX 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 BCGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
BlackRock Total Return K | 10.42 | 223M | — |
Intl Tilts Master For Br_Grw | 8.99 | 193M | — |
iShares Core S&P 500 ETF | 8.10 | 174M | — |
iShares S&P 500 Growth ETF | 7.21 | 154M | — |
iShares S&P 500 Value ETF | 7.18 | 154M | — |
iShares Core MSCI Emerging Markets ETF | 6.45 | 138M | — |
iShares U.S. Equity Fac Rotation Act ETF | 6.28 | 135M | — |
BlackRock Strategic Income Opps K | 5.72 | 123M | — |
iShares 10-20 Year Treasury Bond ETF | 5.60 | 120M | — |
BlackRock Technology Opportunities K | 4.50 | 96M | — |
United States