BlackRock 40/60 Target Allocation Fund Investor C Shares
BCMPX
NASDAQ
| Weiss Ratings | BCMPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BCMPX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Michael Gates (11), Lisa Mears O'Connor (7), Suzanne Ly (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | BCMPX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock 40/60 Target Allocation Fund Investor C Shares | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious 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 | BCMPX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.13% | |||
| Dividend | BCMPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.27% | |||
| Asset Allocation | BCMPX-NASDAQ | Click to Compare |
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| Cash | 19.76% | |||
| Stock | 39.33% | |||
| U.S. Stock | 33.55% | |||
| Non-U.S. Stock | 5.78% | |||
| Bond | 55.31% | |||
| U.S. Bond | 43.18% | |||
| Non-U.S. Bond | 12.13% | |||
| Preferred | 0.25% | |||
| Convertible | 1.86% | |||
| Other Net | -16.50% | |||
| Price History | BCMPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.48% | |||
| 30-Day Total Return | 3.09% | |||
| 60-Day Total Return | 7.50% | |||
| 90-Day Total Return | 5.13% | |||
| Year to Date Total Return | 6.46% | |||
| 1-Year Total Return | 15.92% | |||
| 2-Year Total Return | 24.94% | |||
| 3-Year Total Return | 35.23% | |||
| 5-Year Total Return | 23.25% | |||
| Price | BCMPX-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 | BCMPX-NASDAQ | Click to Compare |
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| Nav | $14.32 | |||
| 1-Month Low NAV | $13.84 | |||
| 1-Month High NAV | $14.32 | |||
| 52-Week Low NAV | $12.92 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $14.32 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | BCMPX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 8.10 | |||
| Balance Sheet | BCMPX-NASDAQ | Click to Compare |
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| Total Assets | 811.04M | |||
| Operating Ratios | BCMPX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.41% | |||
| Turnover Ratio | 47.00% | |||
| Performance | BCMPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.91% | |||
| Last Bear Market Total Return | -10.18% | |||