Morningstar

BlackRock 60/40 Target Allocation Fund Class K BKGPX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $17.45  /  −0.34 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.320%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.49%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis BKGPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock 60/40 Target Allocation K holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 BKGPX

More BKGPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

17.14 376M
—

BlackRock Total Return K

10.88 239M
—

Intl Tilts Master For Br_Grw

8.90 195M
—

iShares S&P 500 Growth ETF

7.17 157M
—

iShares Core Universal USD Bond ETF

6.91 152M
—

iShares U.S. Equity Fac Rotation Act ETF

6.06 133M
—

iShares S&P 500 Value ETF

5.97 131M
—

BlackRock Strategic Income Opps K

5.90 129M
—

iShares Core MSCI Emerging Markets ETF

4.94 108M
—

iShares 10-20 Year Treasury Bond ETF

4.86 107M
—

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