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BlackRock 60/40 Target Allocation Fund (BKGPX)

16.54 +0.04 (+0.24%)
At close: 8:00 PM EST
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DELL
  • Previous Close 16.50
  • YTD Return 10.78%
  • Expense Ratio 0.27%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.64B
  • Beta (5Y Monthly) 1.00
  • Yield 2.13%
  • 5y Average Return --
  • Holdings Turnover 93.00%
  • Last Dividend 0.35
  • Inception Date Dec 21, 2006

The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.

BlackRock

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.64B

Net Assets

2006-12-21

Inception Date

Performance Overview: BKGPX

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Trailing returns as of 11/20/2024. Category is Allocation--50% to 70% Equity.

YTD Return

BKGPX
10.78%
Category
9.69%
?

1-Year Return

BKGPX
24.09%
Category
27.06%
?

3-Year Return

BKGPX
2.84%
Category
11.00%
?

5-Year Return

BKGPX
7.97%
Category
10.26%
?

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Holdings: BKGPX

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Top 10 Holdings (76.59% of Total Assets)

SymbolCompany% Assets
IVV
iShares Core S&P 500 ETF 15.47%
MPHQX
BlackRock Total Return K 10.92%
IUSB
iShares Core Total USD Bond Market ETF 7.90%
IVW
iShares S&P 500 Growth ETF 7.44%
QUAL
iShares MSCI USA Quality Factor ETF 7.18%
DYNF
iShares U.S. Equity Factor Rotation Active ETF 7.07%
BSIKX
BlackRock Strategic Income Opps K 5.88%
EFV
iShares MSCI EAFE Value ETF 5.72%
MSUMX
BlackRock US Mortgage Portfolio Instl 4.90%
IVE
iShares S&P 500 Value ETF 4.12%

Sector Weightings

Recent News: BKGPX

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Research Reports: BKGPX

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