Nasdaq - Delayed Quote USD

BlackRock 40/60 Target Allocation Instl (BIMPX)

12.53 +0.06 (+0.48%)
At close: 8:00 PM EDT
Loading Chart for BIMPX
DELL
  • Previous Close 12.47
  • YTD Return 0.16%
  • Expense Ratio 0.25%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 602.84M
  • Beta (5Y Monthly) 0.85
  • Yield 2.97%
  • 5y Average Return --
  • Holdings Turnover 101.00%
  • Last Dividend 0.36
  • Inception Date Dec 21, 2006

The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 40% of its assets and exposure to fixed-income securities in an amount equal to 60% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.

BlackRock

Fund Family

Allocation--30% to 50% Equity

Fund Category

602.84M

Net Assets

2006-12-21

Inception Date

Performance Overview: BIMPX

Trailing returns as of 5/31/2024. Category is Allocation--30% to 50% Equity.

YTD Return

BIMPX
0.16%
Category
5.91%
 

1-Year Return

BIMPX
6.40%
Category
18.59%
 

3-Year Return

BIMPX
0.03%
Category
8.56%
 

5-Year Return

BIMPX
4.93%
Category
7.44%
 

People Also Watch

Holdings: BIMPX

Top 9 Holdings (64.30% of Total Assets)

SymbolCompany% Assets
IVV
iShares Core S&P 500 ETF 16.11%
IUSB
iShares Core Total USD Bond Market ETF 12.19%
BSIKX
BlackRock Strategic Income Opps K 8.19%
QUAL
iShares MSCI USA Quality Factor ETF 7.80%
MSUMX
BlackRock US Mortgage Portfolio Instl 5.96%
TLT
iShares 20+ Year Treasury Bond ETF 4.96%
EFV
iShares MSCI EAFE Value ETF 3.20%
IVW
iShares S&P 500 Growth ETF 3.00%
TIP
iShares TIPS Bond ETF 2.90%

Sector Weightings

SectorBIMPX
Technology   30.96%
Healthcare   11.69%
Industrials   9.18%
Energy   3.80%
Utilities   2.24%
Real Estate   1.90%

Recent News: BIMPX

Research Reports: BIMPX

Top Mutual Funds