BlackRock 20/80 Target Allocation Fund Investor A Shares (BACPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
11.78
-0.02 (-0.17%)
Jul 9, 2026, 8:05 AM EST
Fund Assets457.86M
Expense Ratio0.67%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.47
Dividend Yield3.79%
Dividend Growth7.13%
Payout FrequencyAnnual
Ex-Dividend DateDec 29, 2025
Previous Close11.80
YTD Return2.97%
1-Year Return8.72%
5-Year Return7.88%
52-Week Low11.24
52-Week High11.96
Beta (5Y)0.42
Holdings22
Inception DateDec 21, 2006

About BACPX

BACPX was founded on 2006-12-21. The Fund's investment strategy focuses on Income with 0.45% total expense ratio. The minimum amount to invest in BlackRock Funds II: BlackRock 20/80 Target Allocation Fund; Investor A Shares is $1,000 on a standard taxable account. BlackRock Funds II: BlackRock 20/80 Target Allocation Fund; Investor A Shares seeks a balance between long-term capital appreciation and high current income, with a greater emphasis on income. BACPX, which is a fund-of-funds, normally invests 40% of its assets in underlying funds that invest primarily in equity securities and 60% in funds that invest in fixed income securities.

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

Performance

BACPX had a total return of 8.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.41%.

Top 10 Holdings

78.93% of assets
NameSymbolWeight
BlackRock Total Return KMPHQX16.65%
BlackRock Strategic Income Opps KBSIKX11.90%
iShares U.S. Treasury Bond ETFGOVT9.81%
iShares 10-20 Year Treasury Bond ETFTLH9.70%
iShares Securitized Income Active ETFSECU5.97%
iShares Flexible Income Active ETFBINC5.96%
iShares Core International Aggregate Bond ETFIAGG5.80%
iShares Systematic Bond ETFSYSB4.91%
iShares S&P 500 Value ETFn/a4.16%
iShares Core S&P 500 ETFIVV4.06%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 29, 2025$0.47159Dec 30, 2025
Dec 24, 2024$0.4402Dec 26, 2024
Dec 22, 2023$0.34161Dec 26, 2023
Dec 23, 2022$0.32505Dec 27, 2022
Dec 31, 2021$0.57176Jan 3, 2022
Dec 31, 2020$0.52052Jan 4, 2021
Full Dividend History