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BlackRock 80/20 Target Allocation Instl (BIAPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock 80/20 Target Allocation Instl (BIAPX) Fund

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

 

Graph of BlackRock 80/20 Target Allocation Instl Fund (BIAPX) ManagerFund Manager - Vishal Karir

Fund Manager Information

Fund Manager Tenure: 4.0 years
Fund Family: BlackRock
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of BlackRock 80/20 Target Allocation Instl Fund (BIAPX) ProfileBlackRock 80/20 Target Allocation Instl Fund (BIAPX) Profile

Fund Profile and Description

BlackRock 80/20 Target Allocation Instl Fund seeks long term capital appreciation. BlackRock 80/20 Target Allocation Instl Fund invests 100% of assets in underlying funds that invest primarily in equity securities. While the investment is non-diversified, it invests in diversified underlying holdings.

 

BlackRock 80/20 Target Allocation Instl (BIAPX) Fund Strength What we like about BlackRock 80/20 Target Allocation Instl (BIAPX) Fund

Data for BlackRock 80/20 Target Allocation Instl Fund (BIAPX) as of May 30, 2016

  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) management has been with BlackRock 80/20 Target Allocation Instl Fund for 4.0 years
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has good mid-term performance (3-year return 7.45% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has good Long-term performance (5-year return 7.32% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) ratio of up-years vs down years is greater than 2
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.14% vs 0.89%
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock 80/20 Target Allocation Instl Fund (BIAPX) Weakness What we are cautious about BlackRock 80/20 Target Allocation Instl (BIAPX) Fund

Data for BlackRock 80/20 Target Allocation Instl Fund (BIAPX) as of May 30, 2016

  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has a less-than-ideal short-term performance (1-year return -4.99% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) has an annual stock turnover rate of 125.00% that is higher than the Allocation--70% to 85% Equity average of 57.05%. This could mean BlackRock 80/20 Target Allocation Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock 80/20 Target Allocation Instl Fund (BIAPX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.58 that is higher than category average of 9.46
See BlackRock 80/20 Target Allocation Instl Fund (BIAPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock 80/20 Target Allocation Instl Fund (BIAPX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock 80/20 Target Allocation Instl1.32-4.997.457.32
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare BlackRock 80/20 Target Allocation Instl Fund (BIAPX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of BlackRock 80/20 Target Allocation Instl Fund (BIAPX) Net Asset TrackingBlackRock 80/20 Target Allocation Instl (BIAPX) Fund Net Asset

Track net asset change of BlackRock 80/20 Target Allocation Instl fund (BIAPX)

DateNet Asset
05/2016$121.86M
03/2016$103.70M
02/2016$86.71M
More historic net asset information on BlackRock 80/20 Target Allocation Instl Fund (BIAPX)

  

Graph of BlackRock 80/20 Target Allocation Instl Fund (BIAPX) Portfolio TrackingBlackRock 80/20 Target Allocation Instl (BIAPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock 80/20 Target Allocation Instl fund (BIAPX)

DateCashStockBondOther
04/20168.71%75.5%11.19%4.11%
02/20169.63%73.64%10.68%5.56%
01/20168.63%76.24%8.79%5.85%
Click here to see more historic asset allocation information on BlackRock 80/20 Target Allocation Instl Fund (BIAPX)

 

graph of BlackRock 80/20 Target Allocation Instl Fund (BIAPX) Top 10 Position TrackingTop 10 Holdings in BlackRock 80/20 Target Allocation Instl (BIAPX) Fund

Discover what BlackRock 80/20 Target Allocation Instl Fund (BIAPX) manager is buying

Apr 29, 2016
iShares Core S&P Total US Stock Mkt [19.88%]
iShares Core MSCI EAFE [18.01%]
BlackRock Global Allocation Instl [14.8%]
BlackRock Global SmallCap Instl [11.15%]
BlackRock Basic Value K [10.11%]
iShares Edge MSCI Min Vol Emerging Mkts [4.64%]
Blackrock Total Return Fund Agr [3.97%]
iShares Edge MSCI USA Momentum Factor [3.89%]
BlackRock Global Long/Short Equity K [3.85%]
iShares TIPS Bond [2.03%]

Feb 28, 2016
iShares Core S&P Total US Stock Mkt [20.23%]
iShares Core MSCI EAFE [17.95%]
BlackRock Global Allocation Instl [14.7%]
BlackRock Global SmallCap Instl [11.17%]
BlackRock Basic Value K [10.33%]
iShares MSCI Emerging Markets Mini Vol [4.72%]
iShares MSCI USA Momentum Factor [3.97%]
Blackrock Total Return Fund Agr [3.87%]
BlackRock Global Long/Short Equity K [3.66%]
iShares TIPS Bond [1.95%]

Jan 30, 2016
iShares Core MSCI EAFE [20.29%]
iShares Core S&P Total US Stock Mkt [19.99%]
BlackRock Global Allocation Instl [14.85%]
BlackRock Global SmallCap Instl [10.87%]
BlackRock Basic Value K [10.12%]
iShares Core MSCI Emerging Markets [4.75%]
iShares MSCI USA Momentum Factor [4%]
Blackrock Total Return Fund Agr [3.85%]
BlackRock Global Long/Short Equity Instl [3.85%]
iShares TIPS Bond [1.95%]
Click here for Stock Holding Change Map in BlackRock 80/20 Target Allocation Instl Fund (BIAPX)

  

Latest News on BlackRock 80/20 Target Allocation Instl (BIAPX) Fund

See what is happening with BlackRock 80/20 Target Allocation Instl Fund (BIAPX)

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BlackRock 80/20 Target Allocation Instl Fund (BIAPX) Related ResourcesSee more information on BlackRock 80/20 Target Allocation Instl (BIAPX) Fund

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