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BlackRock 20/80 Target Allocation Instl BICPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.80  /  −0.18 %
  • Total Assets 438.8 Mil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.260%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.44%
  • Turnover 105%

USD | NAV as of Apr 13, 2024 | 1-Day Return as of Apr 13, 2024, 12:42 AM GMT+0

Morningstar’s Analysis BICPX

Will BICPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin BlackRock 20/80 Target Allocation Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings BICPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 93.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Total Return Fund Con

24.58 109.7 Mil

iShares Core Total USD Bond Market ETF

23.11 103.1 Mil

iShares Core S&P 500 ETF

13.80 61.6 Mil

iShares Treasury Floating Rate Bond ETF

8.06 36.0 Mil

iShares 20+ Year Treasury Bond ETF

6.55 29.2 Mil

BlackRock US Mortgage Portfolio Instl

5.40 24.1 Mil

iShares High Yield Systematic Bond ETF

3.91 17.4 Mil

iShares TIPS Bond ETF

2.94 13.1 Mil

BlackRock Sustainable Adg Lg Cp Cr K

2.63 11.8 Mil

iShares MSCI EAFE Value ETF

1.98 8.8 Mil