BVDAX Mutual Fund

BVDAX Mutual Fund (BlackRock 60/40 Target Allocation ETF V.I. Fund Class I) is managed by BlackRock, Inc. (US) with $707.3M in net assets. BVDAX expense ratio is 0.33%, holding 19 positions across sectors including Financials. Inception date: 2014-04-30.

BVDAX performance shows a YTD return of 7.19%. The 1-year return is 15.36% and the 5-year return is 7.27%. BVDAX dividend yield stands at 6.20%, paid annually.

BVDAX top holdings include Ishares Trust (19.2%), Ishares Core S&p 500 ETF (14.7%), Blackrock Cash Funds: Institutional, Sl Agency Shares (11.3%), Ishares S&p 500 Value ETF (7.6%), Ishares S&P 500 Growth Etf (6.7%). Go to all BVDAX holdings, BVDAX sectors, or BVDAX dividends.

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