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Morningstar

BlackRock 80/20 Target Allocation R BRAPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.00  /  −0.12 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Moderately Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.45%
  • Turnover 97%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:13 AM GMT+0

Morningstar’s Analysis BRAPX

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

  • People Pillar

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

BlackRock 80/20 Target Allocation R’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings BRAPX

More BRAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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