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BlackRock 60/40 Target Allocation R (BRGPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock 60/40 Target Allocation R (BRGPX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 3.9 years
Fund Family: BlackRock
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of BlackRock 60/40 Target Allocation R Fund (BRGPX) ProfileBlackRock 60/40 Target Allocation R Fund (BRGPX) Profile

Fund Profile and Description

BlackRock 60/40 Target Allocation R Fund seeks long term capital appreciation; current income is also a consideration. BlackRock 60/40 Target Allocation R Fund invests 80% of the assets in underlying funds that invest primarily in equity securities and 20% of the assets in underlying funds that invest primarily in fixed income securities. While the investment is non-diversified, it invests in diversified underlying holdings.

 

BlackRock 60/40 Target Allocation R (BRGPX) Fund Strength What we like about BlackRock 60/40 Target Allocation R (BRGPX) Fund

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

  • BlackRock 60/40 Target Allocation R Fund (BRGPX) management has been with BlackRock 60/40 Target Allocation R Fund for 3.9 years
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) has good mid-term performance (3-year return 6.48% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) has good Long-term performance (5-year return 6.52% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock 60/40 Target Allocation R Fund (BRGPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.67% vs 0.85%

BlackRock 60/40 Target Allocation R Fund (BRGPX) Weakness What we are cautious about BlackRock 60/40 Target Allocation R (BRGPX) Fund

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

  • BlackRock 60/40 Target Allocation R Fund (BRGPX) has a less-than-ideal short-term performance (1-year return -3.70% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) has a Morningstar rating of 3 and below
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) has an annual stock turnover rate of 118.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean BlackRock 60/40 Target Allocation R is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock 60/40 Target Allocation R Fund (BRGPX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.53 that is higher than category average of 7.71
  • Even though BlackRock 60/40 Target Allocation R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock 60/40 Target Allocation R Fund (BRGPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock 60/40 Target Allocation R Fund (BRGPX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock 60/40 Target Allocation R1.23-3.706.486.52
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

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

 

Compare BlackRock 60/40 Target Allocation R Fund (BRGPX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of BlackRock 60/40 Target Allocation R Fund (BRGPX) Net Asset TrackingBlackRock 60/40 Target Allocation R (BRGPX) Fund Net Asset

Track net asset change of BlackRock 60/40 Target Allocation R fund (BRGPX)

DateNet Asset
05/2016$303.70M
03/2016$254.94M
02/2016$218.38M
More historic net asset information on BlackRock 60/40 Target Allocation R Fund (BRGPX)

  

Graph of BlackRock 60/40 Target Allocation R Fund (BRGPX) Portfolio TrackingBlackRock 60/40 Target Allocation R (BRGPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock 60/40 Target Allocation R fund (BRGPX)

DateCashStockBondOther
04/201616.32%53.27%21.57%7.55%
02/201616.32%52.53%20.99%8.9%
01/201614.75%54.19%21.14%8.64%
Click here to see more historic asset allocation information on BlackRock 60/40 Target Allocation R Fund (BRGPX)

 

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

Discover what BlackRock 60/40 Target Allocation R Fund (BRGPX) manager is buying

Apr 29, 2016
iShares Core S&P Total US Stock Mkt [19.97%]
BlackRock Global Allocation Instl [15.9%]
BlackRock Strategic Income Opps K [11.94%]
BlackRock Basic Value K [10.12%]
iShares Core MSCI EAFE [10.11%]
Blackrock Total Return Fund Grw [7.95%]
BlackRock Global Long/Short Equity K [5.84%]
iShares Floating Rate Bond [3.99%]
iShares Edge MSCI Min Vol Emerging Mkts [2.68%]
iShares TIPS Bond [2.01%]

Feb 28, 2016
iShares Core S&P Total US Stock Mkt [20.57%]
BlackRock Global Allocation Instl [15.89%]
BlackRock Strategic Income Opps K [11.49%]
BlackRock Basic Value K [10.47%]
iShares Core MSCI EAFE [10.09%]
Blackrock Total Return Fund Grw [7.7%]
BlackRock Global Long/Short Equity K [5.57%]
iShares Floating Rate Bond [3.81%]
iShares MSCI Emerging Markets Mini Vol [2.68%]
iShares MSCI USA Momentum Factor [2.01%]

Jan 30, 2016
iShares Core S&P Total US Stock Mkt [20.19%]
BlackRock Global Allocation Instl [15.99%]
iShares Core MSCI EAFE [12.29%]
BlackRock Strategic Income Opps Instl [11.65%]
BlackRock Basic Value K [10.21%]
Blackrock Total Return Fund Grw [7.78%]
BlackRock Global Long/Short Equity Instl [5.84%]
iShares Floating Rate Bond [3.88%]
iShares Core MSCI Emerging Markets [2.73%]
iShares MSCI USA Momentum Factor [2.02%]
Click here for Stock Holding Change Map in BlackRock 60/40 Target Allocation R Fund (BRGPX)

  

Latest News on BlackRock 60/40 Target Allocation R (BRGPX) Fund

See what is happening with BlackRock 60/40 Target Allocation R Fund (BRGPX)

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BlackRock 60/40 Target Allocation R Fund (BRGPX) Related ResourcesSee more information on BlackRock 60/40 Target Allocation R (BRGPX) Fund

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