Morningstar

BlackRock 40/60 Target Allocation Fund Institutional BIMPX

Medalist Rating as of Aug 31, 2026 See BlackRock Investment Hub

Strategy

The investment seeks a balance between long term capital appreciation and high current income, with an emphasis on income. The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 40% of its assets and exposure to fixed-income securities in an amount equal to 60% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BIMPX	BlackRock 40/60 Target Allocation Fund Institutional	Institutional	Open			Dec 21, 2006	$191.85M	0.340%	Low	$2M	−$939,092.01
BAMPX	BlackRock 40/60 Target Allocation Fund Investor A Shares	Front Load	Open			Dec 21, 2006	$302.34M	0.680%	Low	$1,000	−$16.97M
BCMPX	BlackRock 40/60 Target Allocation Fund Investor C Shares	Level Load	Open			Dec 21, 2006	$35.11M	1.410%	Below Average	$1,000	−$4.95M
BKMPX	BlackRock 40/60 Target Allocation Fund Class K	Retirement, Large	Open			Mar 28, 2016	$228.76M	0.320%	Low	$5M	−$11.99M
BRMPX	BlackRock 40/60 Target Allocation Fund Class R Shares	Retirement, Medium	Open			Dec 21, 2006	$20.04M	0.840%	Low	$100	−$406,420.92

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