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.
- NAV / 1-Day Return 13.84 / 0.65 %
- Total Assets 1.3 Bil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis BIGPX
Will BIGPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.