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Morningstar

BlackRock 40/60 Target Allocation K BKMPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.23  /  +0.66 %
  • Total Assets 607.1 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.89%
  • Turnover 101%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:25 AM GMT+0

Morningstar’s Analysis BKMPX

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

  • People Pillar

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

BlackRock 40/60 Target Allocation K’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 sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings BKMPX

More BKMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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iShares Core Total USD Bond Market ETF

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BlackRock Strategic Income Opps K

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—

iShares MSCI USA Quality Factor ETF

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BlackRock US Mortgage Portfolio Instl

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—

iShares 20+ Year Treasury Bond ETF

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—

iShares MSCI EAFE Value ETF

3.15 19.9 Mil
—

iShares S&P 500 Growth ETF

3.01 19.0 Mil
—

iShares TIPS Bond ETF

2.85 17.9 Mil
—