Morningstar

BlackRock 40/60 Target Allocation Fund Class K BKMPX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $14.51  /  +0.35 %
  • Fund Size $778.1M
  • Adjusted Expense Ratio 0.320%
  • Net Expense Ratio 0.040%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.21%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis BKMPX

Will BKMPX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock 40/60 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 BKMPX

More BKMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Total Return K

13.77 110M
—

iShares Core S&P 500 ETF

11.03 88M
—

iShares 10-20 Year Treasury Bond ETF

7.97 64M
—

BlackRock Strategic Income Opps K

7.90 63M
—

iShares US Treasury Bond ETF

6.84 55M
—

iShares Core Universal USD Bond ETF

5.86 47M
—

Intl Tilts Master For Br_Mod

5.24 42M
—

iShares S&P 500 Growth ETF

5.06 40M
—

iShares Securitized Income Active ETF

4.94 39M
—

iShares U.S. Equity Fac Rotation Act ETF

4.17 33M
—

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