BAGPX Mutual Fund
BAGPX Mutual Fund
BlackRock 60/40 Target Allocation Fund Investor A Class
BAGPX Mutual Fund Overview
BAGPX Mutual Fund (BlackRock 60/40 Target Allocation Fund Investor A Class) is managed by BlackRock, Inc. (US) with $778.3M in net assets. BAGPX expense ratio is 0.68%, holding 24 positions across sectors including Financials, Unknown, Materials. Inception date: 2006-12-21.
BAGPX performance shows a YTD return of 9.33%. The 1-year return is 18.51% and the 5-year return is 7.02%. BAGPX dividend yield stands at 7.13%, paid annually.
BAGPX top holdings include Blackrock Total Return Fund Class K (10.9%), Blackrock Us Eqy Fctr Rotate (8.0%), Ishares S&p 500 Value ETF (7.8%), Ishares S&p 500 Growth ETF (7.2%), Ishares Core MSCI Emerging Markets ETF (6.8%). View all BAGPX holdings, sector breakdown, or dividend history.
BAGPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BAGPX alternatives are available via the screener, along with tax-loss harvesting opportunities.