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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 11.15  /  0.54 %
  • Total Assets 590.9 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 High / Limited
  • Status Open
  • TTM Yield 1.79%
  • Turnover 63%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 1:02 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
Rated on Published on

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Portfolio Holdings BCMPX

More BCMPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 86.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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