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BlackRock 60/40 Target Allocation Instl Fund (BIGPX)

Fund performance review and position details on BlackRock 60/40 Target Allocation Instl Fund (BIGPX)

    Last Trade: $ on , Change: (0%)

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) HighlightBlackRock 60/40 Target Allocation Instl Fund (BIGPX) Fund Summary

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: BlackRock
Net Asset: $303.70M
Yield: 1.75%
Year-to-Date Return: 1.38%
Morningstar rating: 4

 

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) CostBlackRock 60/40 Target Allocation Instl Fund (BIGPX) Cost

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) various investment related cost

Initial Investment: 2,000,000
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.13% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 118.00%

 

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) PerformanceBlackRock 60/40 Target Allocation Instl Fund (BIGPX) Performance

Most current BlackRock 60/40 Target Allocation Instl Fund (BIGPX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.60% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 5.68% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -3.20% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 7.06% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 7.11% (5.94%)
Number of Years of positive return: 7 years
Number of Years of negative return: 2 years
3 year Alpha (Allocation--50% to 70% Equity category average): 5.52 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 0.31 (1.03)
3 year Sharpe Ratio: 0.84
3 year Treynor: 22.34

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) topholdingTop Stock Holdings in BlackRock 60/40 Target Allocation Instl Fund (BIGPX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
iShares Core S&P Total US Stock Mkt19.97%N/A
BlackRock Global Allocation Instl15.9%N/A
BlackRock Strategic Income Opps K11.94%N/A
BlackRock Basic Value K10.12%N/A
iShares Core MSCI EAFE10.11%N/A
Blackrock Total Return Fund Grw7.95%N/A
BlackRock Global Long/Short Equity K5.84%N/A
iShares Floating Rate Bond3.99%N/A
iShares Edge MSCI Min Vol Emerging Mkts2.68%N/A
iShares TIPS Bond2.01%N/A
*Note: The price change will reset to 0 after the midnight

 

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) Portfolio AllocationBlackRock 60/40 Target Allocation Instl Fund (BIGPX) Fund Portfolio Allocation

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) Fund Portfolio Allocation data as of 04/2016

Stock53.27%
Bond21.57%
Cash16.32%
Other7.55%

 

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
BlackRock 60/40 Target Allocation Instl-3.207.067.11
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) PerformanceOther Financial Data Web Sites on BlackRock 60/40 Target Allocation Instl Fund (BIGPX)

Addition research sites for BlackRock 60/40 Target Allocation Instl Fund (BIGPX)

 

BlackRock 60/40 Target Allocation Instl Fund (BIGPX) Related ResourcesSee more information on BlackRock 60/40 Target Allocation Instl (BIGPX) Fund

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