BAGPX Mutual Fund

BAGPX Mutual Fund (BlackRock 60/40 Target Allocation Fund Investor A Class) is managed by BlackRock, Inc. (US) with $800.1M in net assets. BAGPX expense ratio is 0.68%, holding 24 positions across sectors including Financials, Materials. Inception date: 2006-12-21.

BAGPX performance shows a YTD return of 7.31%. The 1-year return is 15.44% and the 5-year return is 6.56%. BAGPX dividend yield stands at 7.26%, 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 Mar (6.8%). Go to all BAGPX holdings, BAGPX sectors, or BAGPX dividends.

BAGPX can be compared against other funds. Use BAGPX overlap to find shared positions, or BAGPX vs another fund for a side-by-side view. BAGPX alternatives are available via the screener, along with tax-loss harvesting opportunities.