Morningstar

BlackRock 60/40 Target Allocation Fund Investor C Shares BCGPX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.48  /  −0.36 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.53%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis BCGPX

Will BCGPX outperform in the 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 BCGPX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings BCGPX

More BCGPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

17.14 376M
—

BlackRock Total Return K

10.88 239M
—

Intl Tilts Master For Br_Grw

8.90 195M
—

iShares S&P 500 Growth ETF

7.17 157M
—

iShares Core Universal USD Bond ETF

6.91 152M
—

iShares U.S. Equity Fac Rotation Act ETF

6.06 133M
—

iShares S&P 500 Value ETF

5.97 131M
—

BlackRock Strategic Income Opps K

5.90 129M
—

iShares Core MSCI Emerging Markets ETF

4.94 108M
—

iShares 10-20 Year Treasury Bond ETF

4.86 107M
—

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