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Multi Asset

BIGPX

60/40 Target Allocation Fund

Overview

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Performance

Performance

  • Returns

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 Fund's returns prior to June 3, 2015 are the returns of the Fund when it followed different investment strategies under the name "BlackRock Growth Prepared Portfolio."

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 Jul 17, 2019 $164.3 M
Size of Fund (Millions) as of Jul 17, 2019 $855.0 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 Jun 28, 2019 14
Max Offer Price as of Jul 17, 2019 $13.34
Open to New Investors Yes
Turnover Percent as of Jun 30, 2019 88%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jun 28, 2019 $ 26,429.0 M
R-Squared (3y) as of Jun 30, 2019 97.68
Beta (3y) as of Jun 30, 2019 1.04
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 9.17%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -9.03%
Fund Standard Deviation (3y) as of Jun 30, 2019 7.42
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 Jun 30, 2019 rated against 679 Allocation--50% to 70% Equity Funds.

Holdings

Holdings

as of Jun 28, 2019
Name Weight (%)
ISHARES CORE S&P TOTAL U.S. STOCK 19.64
BLACKROCK TOTAL RETURN FUND GRW 19.11
MASTER ADV LARGE CAP CORE BR_GRW 10.14
BLK GLOBAL ALLOC K CLASS 6.96
US TOT BND INDEX MASTER FOR BR_GRW 6.91
Name Weight (%)
ISHARES CORE MSCI EAFE ETF 6.81
EMERGING MARKETS FUND INVK 5.71
ISHARES EDGE MSCI MIN VOL USA ETF 4.21
STRATEGIC INCOME OPPORTUNITIES FUN 4.14
BlackRock Tech Opps Fd Invstr Inst 4.10

Top Holdings


Exposure Breakdowns

Exposure Breakdowns

as of Jun 28, 2019

% of Market Value

Type Fund
as of Jun 28, 2019

% of Market Value

Type Fund
as of Jun 28, 2019

% 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 Managing Director in the Multi-Asset Strategies group at BlackRock.

Lisa O'Connor
Lisa O'Connor
Portfolio Manager

Literature

Literature

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