Nasdaq - Delayed Quote USD

BlackRock 60/40 Target Allocation Instl (BIGPX)

14.98 -0.02 (-0.13%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 15.00
  • YTD Return 5.39%
  • Expense Ratio 1.38%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.6B
  • Beta (5Y Monthly) 1.00
  • Yield 2.22%
  • 5y Average Return --
  • Holdings Turnover 93.00%
  • Last Dividend 0.35
  • Inception Date Dec 21, 2006

The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.

BlackRock

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.6B

Net Assets

2006-12-21

Inception Date

Performance Overview: BIGPX

Trailing returns as of 4/24/2024. Category is Allocation--50% to 70% Equity.

YTD Return

BIGPX
5.39%
Category
9.69%
 

1-Year Return

BIGPX
15.71%
Category
27.06%
 

3-Year Return

BIGPX
3.67%
Category
11.00%
 

5-Year Return

BIGPX
8.25%
Category
10.26%
 

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Holdings: BIGPX

Top 9 Holdings (69.33% of Total Assets)

SymbolCompany% Assets
IVV
iShares Core S&P 500 ETF 21.28%
QUAL
iShares MSCI USA Quality Factor ETF 10.89%
IUSB
iShares Core Total USD Bond Market ETF 8.06%
BSIKX
BlackRock Strategic Income Opps K 5.99%
EFV
iShares MSCI EAFE Value ETF 5.18%
IVW
iShares S&P 500 Growth ETF 4.99%
MSUMX
BlackRock US Mortgage Portfolio Instl 4.89%
IVE
iShares S&P 500 Value ETF 4.22%
EFG
iShares MSCI EAFE Growth ETF 3.84%

Sector Weightings

SectorBIGPX
Technology   30.40%
Healthcare   11.09%
Industrials   8.84%
Energy   6.81%
Utilities   2.08%
Real Estate   1.94%

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