Morningstar

BlackRock 60/40 Target Allocation K BKGPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.45  /  0.00
  • Total Assets 1.7 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 Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.09%
  • Turnover 93%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BKGPX

More BKGPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

16.28 271.7 Mil
—

iShares MSCI USA Quality Factor ETF

11.19 186.7 Mil
—

BlackRock Total Return K

11.03 184.0 Mil
—

iShares S&P 500 Growth ETF

9.09 151.7 Mil
—

iShares Core Total USD Bond Market ETF

7.93 132.4 Mil
—

iShares MSCI EAFE Growth ETF

6.86 114.5 Mil
—

BlackRock Strategic Income Opps K

5.87 98.0 Mil
—

BlackRock US Mortgage Portfolio Instl

4.89 81.6 Mil
—

iShares S&P 500 Value ETF

4.21 70.2 Mil
—

iShares 20+ Year Treasury Bond ETF

3.92 65.4 Mil
—

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