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Morningstar

BlackRock 40/60 Target Allocation Inv C BCMPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.87  /  −0.25 %
  • Total Assets 609.2 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.73%
  • Turnover 101%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis BCMPX

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

  • People Pillar

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

Strength in BlackRock 40/60 Target Allocation Inv C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BCMPX

More BCMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Total Return Fund Mod

23.51 146.2 Mil
—

iShares Core S&P 500 ETF

20.45 127.2 Mil
—

iShares Core Total USD Bond Market ETF

13.69 85.2 Mil
—

BlackRock Sustainable Adg Lg Cp Cr K

6.69 41.6 Mil
—

iShares Treasury Floating Rate Bond ETF

6.06 37.7 Mil
—

iShares 20+ Year Treasury Bond ETF

5.47 34.0 Mil
—

iShares MSCI EAFE Value ETF

4.01 24.9 Mil
—

BlackRock US Mortgage Portfolio Instl

3.41 21.2 Mil
—

iShares MSCI EAFE Growth ETF

2.62 16.3 Mil
—

iShares S&P 500 Value ETF

2.54 15.8 Mil
—