The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
BlackRock 40/60 Target Allocation Instl BIMPX
- NAV / 1-Day Return 13.32 / 0.00
- Total Assets 652.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.270%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.69%
- Turnover 101%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis BIMPX
Will BIMPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 80.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Total Return K | 14.04 | 91.2 Mil | — |
iShares Core S&P 500 ETF | 12.16 | 79.0 Mil | — |
iShares Core Total USD Bond Market ETF | 11.87 | 77.1 Mil | — |
iShares MSCI USA Quality Factor ETF | 8.11 | 52.7 Mil | — |
BlackRock Strategic Income Opps K | 7.91 | 51.4 Mil | — |
iShares S&P 500 Growth ETF | 7.07 | 45.9 Mil | — |
BlackRock US Mortgage Portfolio Instl | 5.89 | 38.2 Mil | — |
iShares 20+ Year Treasury Bond ETF | 5.02 | 32.6 Mil | — |
iShares MSCI EAFE Growth ETF | 4.89 | 31.8 Mil | — |
iShares Investment Grade Systmtc Bd ETF | 3.94 | 25.6 Mil | — |