Skip to Content
Morningstar

BlackRock 60/40 Target Allocation K BKGPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.88  /  +0.61 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.270%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.24%
  • Turnover 93%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:27 AM GMT+0

Morningstar’s Analysis BKGPX

Will BKGPX 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 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.

A strong management team and sound investment process underpin BlackRock 60/40 Target Allocation K's 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BKGPX

More BKGPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

21.28 339.5 Mil
—

Blackrock Total Return Fund Grw

12.02 191.9 Mil
—

iShares MSCI USA Quality Factor ETF

10.89 173.7 Mil
—

iShares Core Total USD Bond Market ETF

8.06 128.6 Mil
—

BlackRock Strategic Income Opps K

5.99 95.6 Mil
—

iShares MSCI EAFE Value ETF

5.18 82.7 Mil
—

iShares S&P 500 Growth ETF

4.99 79.6 Mil
—

BlackRock US Mortgage Portfolio Instl

4.89 78.0 Mil
—

iShares S&P 500 Value ETF

4.22 67.3 Mil
—

iShares MSCI EAFE Growth ETF

3.84 61.3 Mil
—