The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
BlackRock 40/60 Target Allocation Instl BIMPX
- NAV / 1-Day Return 12.95 / +0.62 %
- Total Assets 634.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.270%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.82%
- Turnover 101%
USD | NAV as of Jul 06, 2024 | 1-Day Return as of Jul 06, 2024, 1:07 AM GMT+0
Morningstar’s Analysis BIMPX
Will BIMPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Blackrock Total Return Fund Mod | 18.95 | 116.7 Mil | — |
iShares Core S&P 500 ETF | 16.40 | 101.0 Mil | — |
iShares Core Total USD Bond Market ETF | 11.98 | 73.8 Mil | — |
BlackRock Strategic Income Opps K | 8.03 | 49.5 Mil | — |
iShares MSCI USA Quality Factor ETF | 7.97 | 49.1 Mil | — |
BlackRock US Mortgage Portfolio Instl | 5.86 | 36.1 Mil | — |
iShares 20+ Year Treasury Bond ETF | 4.92 | 30.3 Mil | — |
iShares MSCI EAFE Value ETF | 3.27 | 20.1 Mil | — |
iShares S&P 500 Growth ETF | 3.10 | 19.1 Mil | — |
iShares MSCI EAFE Growth ETF | 2.82 | 17.4 Mil | — |