Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | BACPX Insights | BACPX Score | BACPX Performance | BACPX News | BACPX Allocation | BACPX Holdings Change

BlackRock 20/80 Target Allocation Inv A (BACPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

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

 

Graph of BlackRock 20/80 Target Allocation Inv A Fund (BACPX) ManagerFund Manager - Vishal Karir

Fund Manager Information

Fund Manager Tenure: 3.9 years
Fund Family: BlackRock
Fund Category: Allocation--15% to 30% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of BlackRock 20/80 Target Allocation Inv A Fund (BACPX) ProfileBlackRock 20/80 Target Allocation Inv A Fund (BACPX) Profile

Fund Profile and Description

BlackRock 20/80 Target Allocation Inv A Fund seeks a balance between long term capital appreciation and high current income, with a greater emphasis on income. BlackRock 20/80 Target Allocation Inv A Fund invests 40% of assets in underlying funds that invest primarily in equity securities and 60% of assets in underlying funds that invest primarily in fixed income securities. While the investment is non-diversified, it invests in diversified underlying holdings.

 

BlackRock 20/80 Target Allocation Inv A (BACPX) Fund Strength What we like about BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

Data for BlackRock 20/80 Target Allocation Inv A Fund (BACPX) as of May 30, 2016

  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) management has been with BlackRock 20/80 Target Allocation Inv A Fund for 3.9 years
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has good mid-term performance (3-year return 4.94% vs 2.51% Allocation--15% to 30% Equity category median performance)
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has good Long-term performance (5-year return 5.50% vs 3.24% Allocation--15% to 30% Equity category median performance)
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) ratio of up-years vs down years is greater than 2
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has a lower expense ratio than its Allocation--15% to 30% Equity average: 0.54% vs 0.71%

BlackRock 20/80 Target Allocation Inv A Fund (BACPX) Weakness What we are cautious about BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

Data for BlackRock 20/80 Target Allocation Inv A Fund (BACPX) as of May 30, 2016

  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has a less-than-ideal short-term performance (1-year return -0.95% vs -0.42% Allocation--15% to 30% Equity category median performance)
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) has an annual stock turnover rate of 99.00% that is higher than the Allocation--15% to 30% Equity average of 42.29%. This could mean BlackRock 20/80 Target Allocation Inv A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.38 that is higher than category average of 4.28
  • BlackRock 20/80 Target Allocation Inv A Fund (BACPX) carries a 5.25% load
See BlackRock 20/80 Target Allocation Inv A Fund (BACPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock 20/80 Target Allocation Inv A Fund (BACPX)Compare with other top Allocation--15% to 30% Equity category mutual funds

Aadditional top Allocation--15% to 30% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock 20/80 Target Allocation Inv A1.58-0.954.945.50
Columbia Thermostat A (CTFAX)3.141.313.915.94Compare
Wells Fargo Advantage Divers Inc Bldr I (EKSYX)6.661.315.126.23Compare
Fidelity Asset Manager 20% (FASIX)2.740.393.143.53Compare

See top fund managers for Allocation--15% to 30% Equity Category Funds

 

Graph of BlackRock 20/80 Target Allocation Inv A Fund (BACPX) Net Asset TrackingBlackRock 20/80 Target Allocation Inv A (BACPX) Fund Net Asset

Track net asset change of BlackRock 20/80 Target Allocation Inv A fund (BACPX)

DateNet Asset
05/2016$295.95M
03/2016$267.86M
02/2016$244.04M
More historic net asset information on BlackRock 20/80 Target Allocation Inv A Fund (BACPX)

  

Graph of BlackRock 20/80 Target Allocation Inv A Fund (BACPX) Portfolio TrackingBlackRock 20/80 Target Allocation Inv A (BACPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock 20/80 Target Allocation Inv A fund (BACPX)

DateCashStockBondOther
04/201620.68%18.32%47.87%10.95%
02/201620.56%18.39%47.2%11.86%
01/201618.47%19.74%48%11.63%
Click here to see more historic asset allocation information on BlackRock 20/80 Target Allocation Inv A Fund (BACPX)

 

graph of BlackRock 20/80 Target Allocation Inv A Fund (BACPX) Top 10 Position TrackingTop 10 Holdings in BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

Discover what BlackRock 20/80 Target Allocation Inv A Fund (BACPX) manager is buying

Apr 29, 2016
BlackRock Strategic Income Opps K [19.88%]
iShares Core US Aggregate Bond [16.72%]
Blackrock Total Return Fund Con [11.91%]
BlackRock Global Allocation Instl [11.08%]
iShares Core S&P Total US Stock Mkt [8.1%]
iShares Floating Rate Bond [6.98%]
BlackRock Global Long/Short Credit K [6.96%]
iShares TIPS Bond [5.06%]
iShares 20+ Year Treasury Bond [4.96%]
BlackRock Global Long/Short Equity K [3.76%]

Feb 28, 2016
BlackRock Strategic Income Opps K [19.62%]
iShares Core US Aggregate Bond [16.52%]
Blackrock Total Return Fund Con [11.87%]
BlackRock Global Allocation Instl [11.26%]
iShares Core S&P Total US Stock Mkt [8.52%]
BlackRock Global Long/Short Credit K [6.87%]
iShares Floating Rate Bond [6.87%]
iShares TIPS Bond [5.04%]
iShares 20+ Year Treasury Bond [4.98%]
BlackRock Global Long/Short Equity K [3.81%]

Jan 30, 2016
BlackRock Strategic Income Opps Instl [19.76%]
iShares Core US Aggregate Bond [14.56%]
Blackrock Total Return Fund Con [11.88%]
BlackRock Global Allocation Instl [11.17%]
iShares Core S&P Total US Stock Mkt [8.22%]
BlackRock Global Long/Short Credit Instl [6.99%]
iShares Floating Rate Bond [6.91%]
iShares TIPS Bond [4.99%]
iShares 20+ Year Treasury Bond [4.96%]
BlackRock Global Long/Short Equity Instl [3.91%]
Click here for Stock Holding Change Map in BlackRock 20/80 Target Allocation Inv A Fund (BACPX)

  

Latest News on BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

See what is happening with BlackRock 20/80 Target Allocation Inv A Fund (BACPX)

    No recent news

 

BlackRock 20/80 Target Allocation Inv A Fund (BACPX) Related ResourcesSee more information on BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

Popular pages on BlackRock 20/80 Target Allocation Inv A (BACPX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update