BlackRock 60/40 Target Allocation Fund Class K
BKGPX
NASDAQ
| Weiss Ratings | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | BlackRock | |||
| Manager/Tenure (Years) | Michael Gates (10), Lisa Mears O'Connor (7), Suzanne Ly (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock 60/40 Target Allocation Fund Class K | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 28, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.61% | |||
| Dividend | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.35% | |||
| Asset Allocation | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 15.74% | |||
| Stock | 60.78% | |||
| U.S. Stock | 48.76% | |||
| Non-U.S. Stock | 12.02% | |||
| Bond | 37.80% | |||
| U.S. Bond | 26.95% | |||
| Non-U.S. Bond | 10.85% | |||
| Preferred | 0.29% | |||
| Convertible | 0.11% | |||
| Other Net | -14.71% | |||
| Price History | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.77% | |||
| 30-Day Total Return | -2.43% | |||
| 60-Day Total Return | -2.90% | |||
| 90-Day Total Return | -1.41% | |||
| Year to Date Total Return | -0.98% | |||
| 1-Year Total Return | 17.95% | |||
| 2-Year Total Return | 22.57% | |||
| 3-Year Total Return | 40.61% | |||
| 5-Year Total Return | 34.58% | |||
| Price | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $16.03 | |||
| 1-Month Low NAV | $15.57 | |||
| 1-Month High NAV | $16.52 | |||
| 52-Week Low NAV | $13.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.62 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.77 | |||
| Standard Deviation | 8.34 | |||
| Balance Sheet | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.12B | |||
| Operating Ratios | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.32% | |||
| Turnover Ratio | 49.00% | |||
| Performance | BKGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.27% | |||
| Last Bear Market Total Return | -11.82% | |||