BlackRock 60/40 Target Allocation Fund Investor C Shares
BCGPX
NASDAQ
Weiss Ratings | BCGPX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | BCGPX-NASDAQ | Click to Compare |
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Provider | BlackRock | |||
Manager/Tenure (Years) | Michael Gates (9), Lisa Mears O'Connor (6), Suzanne Ly (0) | |||
Website | http://www.blackrock.com | |||
Fund Information | BCGPX-NASDAQ | Click to Compare |
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Fund Name | BlackRock 60/40 Target Allocation Fund Investor C Shares | |||
Category | Moderate Allocation | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Dec 21, 2006 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | BCGPX-NASDAQ | Click to Compare |
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Dividend Yield | 1.59% | |||
Dividend | BCGPX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.76% | |||
Asset Allocation | BCGPX-NASDAQ | Click to Compare |
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Cash | -3.31% | |||
Stock | 58.53% | |||
U.S. Stock | 46.57% | |||
Non-U.S. Stock | 11.96% | |||
Bond | 39.84% | |||
U.S. Bond | 31.14% | |||
Non-U.S. Bond | 8.70% | |||
Preferred | 0.17% | |||
Convertible | 0.12% | |||
Other Net | 4.65% | |||
Price History | BCGPX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.82% | |||
30-Day Total Return | 0.83% | |||
60-Day Total Return | -0.95% | |||
90-Day Total Return | -1.49% | |||
Year to Date Total Return | 0.55% | |||
1-Year Total Return | 7.83% | |||
2-Year Total Return | 20.67% | |||
3-Year Total Return | 18.65% | |||
5-Year Total Return | 46.60% | |||
Price | BCGPX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | BCGPX-NASDAQ | Click to Compare |
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Nav | $14.47 | |||
1-Month Low NAV | $13.21 | |||
1-Month High NAV | $14.47 | |||
52-Week Low NAV | $13.21 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $16.04 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | BCGPX-NASDAQ | Click to Compare |
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Beta | 0.77 | |||
Standard Deviation | 12.00 | |||
Balance Sheet | BCGPX-NASDAQ | Click to Compare |
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Total Assets | 1.73B | |||
Operating Ratios | BCGPX-NASDAQ | Click to Compare |
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Expense Ratio | 1.41% | |||
Turnover Ratio | 104.00% | |||
Performance | BCGPX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 11.58% | |||
Last Bear Market Total Return | -12.01% | |||