BIGPX : BlackRock 60/40 Target Allocation Fund Institutional Shares

BIGPX is a Allocation Market All-In-One with LOW fees.

BIGPX

BlackRock 60/40 Target Allocation Fund Institutional Shares

FI Score

74 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

74% FI Score
  • bigpx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock 60/40 Target Allocation Fund Institutional Shares

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long term capital appreciation, and current income is also a consideration. 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, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives).

Largest Holdings

Amount Holding
20.50% iShares Core S&P Total US Stock Mkt ETF
18.41% BlackRock Master Total Return Portfolio
12.52% BlackRock Strategic Income Opps K
11.25% iShares ESG MSCI USA ETF
6.93% iShares MSCI EAFE Growth ETF
6.90% BlackRock Emerging Mkts K
6.86% iShares iBoxx $ Invmt Grade Corp Bd ETF
5.23% Master Adv Large Cap Core Br_grw
3.36% BlackRock Technology Opportunities K
3.10% iShares US Medical Devices ETF
3.02% iShares Edge MSCI USA Value Factor ETF
2.06% iShares Edge MSCI Min Vol USA ETF

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