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Morningstar

BlackRock 80/20 Target Allocation Instl BIAPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.64  /  1.01 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.99%
  • Turnover 51%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis BIAPX

Will BIAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIAPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BIAPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BIAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in BlackRock 80/20 Target Allocation Instl’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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