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Morningstar

BlackRock 40/60 Target Allocation Instl BIMPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.97  /  0.17 %
  • Total Assets 605.8 Mil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.270%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.02%
  • Turnover 63%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 1:29 AM GMT+0

Morningstar’s Analysis BIMPX

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

People Pillar

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

BlackRock 40/60 Target Allocation Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings BIMPX

More BIMPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 87.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Total Return Fund Mod

24.26
139,677,296
—

iShares Core S&P 500 ETF

16.95
97,604,554
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iShares Core Total USD Bond Market ETF

9.82
56,533,223
—

iShares Treasury Floating Rate Bond ETF

8.29
47,725,493
—

BlackRock Sustainable Adg Lg Cp Cr K

6.41
36,919,919
—

iShares 20+ Year Treasury Bond ETF

5.46
31,414,546
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iShares MSCI USA Quality Factor ETF

4.38
25,206,359
—

iShares MSCI EAFE Value ETF

4.04
23,251,046
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iShares iBoxx $ Invmt Grade Corp Bd ETF

3.98
22,892,965
—

BlackRock US Mortgage Portfolio Instl

3.42
19,673,397
—