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 (11), Lisa Mears O'Connor (7), Suzanne Ly (1) | |||
| 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) | 1.20% | |||
| Asset Allocation | BIGPX-NASDAQ | Click to Compare |
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| Cash | -9.60% | |||
| Stock | 54.60% | |||
| U.S. Stock | 48.97% | |||
| Non-U.S. Stock | 5.63% | |||
| Bond | 43.63% | |||
| U.S. Bond | 34.45% | |||
| Non-U.S. Bond | 9.18% | |||
| Preferred | 0.19% | |||
| Convertible | 0.10% | |||
| Other Net | 11.09% | |||
| Price History | BIGPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.67% | |||
| 30-Day Total Return | 0.62% | |||
| 60-Day Total Return | 0.56% | |||
| 90-Day Total Return | -0.16% | |||
| Year to Date Total Return | 9.69% | |||
| 1-Year Total Return | 15.61% | |||
| 2-Year Total Return | 29.17% | |||
| 3-Year Total Return | 49.93% | |||
| 5-Year Total Return | 40.22% | |||
| 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 | $17.76 | |||
| 1-Month Low NAV | $17.65 | |||
| 1-Month High NAV | $18.03 | |||
| 52-Week Low NAV | $15.57 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $18.03 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | BIGPX-NASDAQ | Click to Compare |
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| Beta | 0.76 | |||
| Standard Deviation | 9.66 | |||
| Balance Sheet | BIGPX-NASDAQ | Click to Compare |
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| Total Assets | 2.22B | |||
| Operating Ratios | BIGPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 49.00% | |||
| Performance | BIGPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.15% | |||
| Last Bear Market Total Return | -11.82% | |||