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BlackRock 40/60 Target Allocation Instl (BIMPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock 40/60 Target Allocation Instl (BIMPX) Fund

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

 

Graph of BlackRock 40/60 Target Allocation Instl Fund (BIMPX) ManagerFund Manager - Vishal Karir

Fund Manager Information

Fund Manager Tenure: 3.9 years
Fund Family: BlackRock
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of BlackRock 40/60 Target Allocation Instl Fund (BIMPX) ProfileBlackRock 40/60 Target Allocation Instl Fund (BIMPX) Profile

Fund Profile and Description

BlackRock 40/60 Target Allocation Instl Fund seeks long term capital appreciation and high current income, with a greater emphasis on capital appreciation. BlackRock 40/60 Target Allocation Instl Fund invests 60% of assets in underlying funds that invest primarily in equity securities and 40% 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 40/60 Target Allocation Instl (BIMPX) Fund Strength What we like about BlackRock 40/60 Target Allocation Instl (BIMPX) Fund

Data for BlackRock 40/60 Target Allocation Instl Fund (BIMPX) as of May 30, 2016

  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) management has been with BlackRock 40/60 Target Allocation Instl Fund for 3.9 years
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has good mid-term performance (3-year return 6.20% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has good Long-term performance (5-year return 6.56% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) ratio of up-years vs down years is greater than 2
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.14% vs 0.81%
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock 40/60 Target Allocation Instl Fund (BIMPX) Weakness What we are cautious about BlackRock 40/60 Target Allocation Instl (BIMPX) Fund

Data for BlackRock 40/60 Target Allocation Instl Fund (BIMPX) as of May 30, 2016

  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has a less-than-ideal short-term performance (1-year return -1.92% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) has an annual stock turnover rate of 117.00% that is higher than the Allocation--30% to 50% Equity average of 48.09%. This could mean BlackRock 40/60 Target Allocation Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock 40/60 Target Allocation Instl Fund (BIMPX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.38 that is higher than category average of 5.82
See BlackRock 40/60 Target Allocation Instl Fund (BIMPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock 40/60 Target Allocation Instl Fund (BIMPX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock 40/60 Target Allocation Instl1.50-1.926.206.56
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare BlackRock 40/60 Target Allocation Instl Fund (BIMPX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of BlackRock 40/60 Target Allocation Instl Fund (BIMPX) Net Asset TrackingBlackRock 40/60 Target Allocation Instl (BIMPX) Fund Net Asset

Track net asset change of BlackRock 40/60 Target Allocation Instl fund (BIMPX)

DateNet Asset
05/2016$322.79M
03/2016$296.89M
02/2016$270.89M
More historic net asset information on BlackRock 40/60 Target Allocation Instl Fund (BIMPX)

  

Graph of BlackRock 40/60 Target Allocation Instl Fund (BIMPX) Portfolio TrackingBlackRock 40/60 Target Allocation Instl (BIMPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock 40/60 Target Allocation Instl fund (BIMPX)

DateCashStockBondOther
04/201618.64%35.75%32.65%11.13%
02/201617.86%35.37%32.45%12.54%
01/201615.39%37.02%33.49%12.21%
Click here to see more historic asset allocation information on BlackRock 40/60 Target Allocation Instl Fund (BIMPX)

 

graph of BlackRock 40/60 Target Allocation Instl Fund (BIMPX) Top 10 Position TrackingTop 10 Holdings in BlackRock 40/60 Target Allocation Instl (BIMPX) Fund

Discover what BlackRock 40/60 Target Allocation Instl Fund (BIMPX) manager is buying

Apr 29, 2016
BlackRock Strategic Income Opps K [18.86%]
iShares Core S&P Total US Stock Mkt [18.16%]
BlackRock Global Allocation Instl [17.04%]
Blackrock Total Return Fund Mod [11.89%]
iShares 20+ Year Treasury Bond [4.95%]
BlackRock Global Long/Short Credit K [4.95%]
iShares Floating Rate Bond [3.99%]
BlackRock Global Long/Short Equity K [3.81%]
iShares Core MSCI EAFE [3.16%]
iShares Core US Aggregate Bond [3.16%]

Feb 28, 2016
iShares Core S&P Total US Stock Mkt [18.97%]
BlackRock Strategic Income Opps K [18.47%]
BlackRock Global Allocation Instl [17.18%]
Blackrock Total Return Fund Mod [11.73%]
iShares 20+ Year Treasury Bond [4.92%]
BlackRock Global Long/Short Credit K [4.81%]
iShares Floating Rate Bond [3.86%]
BlackRock Global Long/Short Equity K [3.69%]
iShares Core US Aggregate Bond [3.09%]
iShares Core MSCI EAFE [3.08%]

Jan 30, 2016
BlackRock Strategic Income Opps Instl [18.62%]
iShares Core S&P Total US Stock Mkt [18.35%]
BlackRock Global Allocation Instl [17.13%]
Blackrock Total Return Fund Mod [11.78%]
iShares Core MSCI EAFE [5.17%]
BlackRock Global Long/Short Credit Instl [4.98%]
iShares 20+ Year Treasury Bond [4.92%]
BlackRock Global Long/Short Equity Instl [3.96%]
iShares Floating Rate Bond [3.92%]
iShares Core MSCI Emerging Markets [2.74%]
Click here for Stock Holding Change Map in BlackRock 40/60 Target Allocation Instl Fund (BIMPX)

  

Latest News on BlackRock 40/60 Target Allocation Instl (BIMPX) Fund

See what is happening with BlackRock 40/60 Target Allocation Instl Fund (BIMPX)

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

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