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Morningstar

BlackRock 80/20 Target Allocation Instl BIAPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.00  /  0.00
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.77%
  • Turnover 51%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 12:12 AM GMT+0

Morningstar’s Analysis BIAPX

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

People Pillar

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

Decreased confidence in BlackRock 80/20 Target Allocation Instl's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIAPX

More BIAPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 88.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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