Multi Asset

BIGPX

60/40 Target Allocation Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
14.68 6.48 10.04 5.87 6.44
Benchmark (%) Index: 42% MSCI ACWI Index, 18% MSCI US Index, and 40% Barclays US Universal Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 15.24 6.99 8.24 5.51 -
Morningstar Category Avg. (%) Allocation--50% to 70% Equity 13.21 5.91 8.03 5.53 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 258/810 303/718 92/670 158/477 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 2 1 2 -
Lipper Category Avg. (%) Mixed-Asset Target Allocation Growth 15.70 6.81 9.19 5.44 -
Lipper Ranking Rankings are based on total return excluding sales charges. 131/548 140/498 19/453 63/343 -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 2 1 1 -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
14.68 1.07 3.82 14.68 20.72 61.34 76.86 99.08
Benchmark (%) Index: 42% MSCI ACWI Index, 18% MSCI US Index, and 40% Barclays US Universal Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 15.24 1.05 3.72 15.24 22.47 48.57 70.98 -
Morningstar Category Avg. (%) Allocation--50% to 70% Equity 13.21 0.93 3.41 13.21 18.81 47.16 71.30 -
Lipper Category Avg. (%) Mixed-Asset Target Allocation Growth 15.70 0.99 4.05 15.70 21.94 55.56 71.08 -


The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found in the Performance section.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Feb 20, 2018 $96.6 M
Size of Fund (Millions) as of Feb 20, 2018 $526.2 M
Share Class launch date Dec 21, 2006
Asset Class MultiAsset
Morningstar Category Allocation--50% to 70% Equity
Lipper Classification Mixed-Asset Target Allocation Moderate
Benchmark Index 42% MSCI ACWI Index, 18% MSCI US Index, and 40% Barclays US Universal Index
CUSIP 09256H724
Number of Holdings as of Dec 29, 2017 13
Max Offer Price as of Feb 20, 2018 $13.30
Open to New Investors Yes
Turnover Percent as of Jan 31, 2018 70%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Dec 29, 2017 $39,990.6 M
R-Squared (3y) as of Jan 31, 2018 92.32
Beta (3y) as of Jan 31, 2018 1.00
Best 3-Month Return Over the Last 3 Years 3 months ending May 31, 2016 5.68%
Worst 3-Month Return Over the Last 3 Years 3 months ending Feb 29, 2016 -5.42%
Standard Deviation (3y) as of Jan 31, 2018 6.54
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for 60/40 Target Allocation Fund, Class Inst, as of Jan 31, 2018 rated against 681 Allocation--50% to 70% Equity Funds.

Holdings

Holdings

as of Dec 29, 2017
Name Weight (%)
ISHARES CORE S&P TOTAL U.S. STOCK 24.44
ISHARES CORE MSCI EAFE ETF 10.02
BLACKROCK TOTAL RETURN FUND GRW 9.62
ISHARES CORE S&P 500 ETF 9.32
ISHARES 7-10 YEAR TREASURY BOND ET 8.58
Name Weight (%)
ISHARES CORE S&P MID-CAP ETF 7.07
BLK Total EM Portfolio AGG CLASS I 7.06
BLK GLOBAL ALLOC K CLASS 6.97
BLK STRAT INC OPP PORT K CLASS 5.73
BLK ADV EM INST CLASS 4.06

Top Holdings


Exposure Breakdowns

Exposure Breakdowns

as of Dec 29, 2017

% of Market Value

Type Fund
as of Dec 29, 2017

% of Market Value

Type Fund
as of Dec 29, 2017

% of Market Value

Type Fund
Allocations subject to change.
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Exposure Breakdowns


Portfolio Managers

Portfolio Managers

Michael Gates
BlackRock Multi-Asset Strategies Team

Michael Gates, CFA, is a Director in the Multi-Asset Strategies group at BlackRock.

Vishal Karir
Multi-Asset Strategies Team

Vishal Karir, CFA, is a Director in the Multi-Asset Strategies group at BlackRock.

Portfolio Manager

Literature

Literature

 

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