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Morningstar

BlackRock 60/40 Target Allocation Instl BIGPX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.84  /  0.65 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.280%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.46%
  • Turnover 58%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:41 AM GMT+00:00

Morningstar’s Analysis BIGPX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin BlackRock 60/40 Target Allocation Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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