BlackRock 60/40 Target Allocation Fund Institutional Shares
BIGPX
NASDAQ
| Weiss Ratings | BIGPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BIGPX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Michael Gates (10), Lisa Mears O'Connor (6), Suzanne Ly (0) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | BIGPX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock 60/40 Target Allocation Fund Institutional 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 | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BIGPX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.44% | |||
| Dividend | BIGPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.68% | |||
| Asset Allocation | BIGPX-NASDAQ | Click to Compare |
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| Cash | -2.99% | |||
| Stock | 58.54% | |||
| U.S. Stock | 45.58% | |||
| Non-U.S. Stock | 12.96% | |||
| Bond | 40.06% | |||
| U.S. Bond | 29.55% | |||
| Non-U.S. Bond | 10.51% | |||
| Preferred | 0.21% | |||
| Convertible | 0.11% | |||
| Other Net | 4.06% | |||
| Price History | BIGPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.66% | |||
| 30-Day Total Return | 1.85% | |||
| 60-Day Total Return | 1.72% | |||
| 90-Day Total Return | 4.89% | |||
| Year to Date Total Return | 9.70% | |||
| 1-Year Total Return | 11.26% | |||
| 2-Year Total Return | 29.13% | |||
| 3-Year Total Return | 40.42% | |||
| 5-Year Total Return | 44.96% | |||
| Price | BIGPX-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 | BIGPX-NASDAQ | Click to Compare |
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| Nav | $16.51 | |||
| 1-Month Low NAV | $16.33 | |||
| 1-Month High NAV | $16.69 | |||
| 52-Week Low NAV | $13.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.91 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | BIGPX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 10.98 | |||
| Balance Sheet | BIGPX-NASDAQ | Click to Compare |
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| Total Assets | 1.94B | |||
| Operating Ratios | BIGPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.32% | |||
| Turnover Ratio | 104.00% | |||
| Performance | BIGPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.27% | |||
| Last Bear Market Total Return | -11.82% | |||