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Morningstar

BlackRock 40/60 Target Allocation Instl BIMPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.59  /  0.69 %
  • Total Assets 613.9 Mil
  • Adj. Expense Ratio
    0.110%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.06%
  • Turnover 63%

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

Morningstar’s Analysis BIMPX

Will BIMPX 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 BIMPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BIMPX 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 BIMPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in BlackRock 40/60 Target Allocation Instl’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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