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Morningstar

BlackRock 60/40 Target Allocation R BRGPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.34  /  0.89 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.830%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.17%
  • Turnover 58%

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

Morningstar’s Analysis BRGPX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin BlackRock 60/40 Target Allocation R's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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