About BACPX
The BlackRock 20/80 Target Allocation Fund Investor A Shares is a diversified mutual fund designed to pursue both current income and long-term capital appreciation, prioritizing income through a strategic allocation. Structured as a fund of funds, it allocates approximately 20% of assets to equities and 80% to fixed income instruments, resulting in a risk profile suitable for conservative investors seeking moderated exposure to the stock market while focusing on bond-driven stability. The fund blends exposures across multiple asset classes, geographies, and sectors by investing primarily in other BlackRock-managed funds and ETFs, thereby harnessing BlackRock’s scale and expertise in active and passive management. Its core holdings heavily emphasize high-quality bonds, Treasury securities, and income-focused ETFs, complemented by a modest allocation to broad equity ETFs. Offering an annual dividend distribution, the fund aims for a balanced approach to risk and return, serving as a potential core holding for investors looking to preserve capital and generate steady income in their portfolios. With a long-standing track record and actively managed strategy, it plays a significant role in the conservative allocation segment of the mutual fund market.
Fund Family BlackRock
Category Allocation--15% to 30% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BACPX
Index Bloomberg U.S. Universal TR
BACPX had a total return of 5.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.98%.
