Morningstar

BlackRock 20/80 Target Allocation Fund Institutional Shares BICPX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $11.86  /  −0.25 %
  • Fund Size $443.8M
  • Adjusted Expense Ratio 0.330%
  • Net Expense Ratio 0.040%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 4.35%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis BICPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock 20/80 Target Allocation Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BICPX

More BICPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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