About BAMPX
BlackRock 40/60 Target Allocation Fund Investor A Shares is a balanced mutual fund structured as a fund of funds, managed by BlackRock Advisors, LLC. The fund's principal objective centers on providing a blend of long-term capital appreciation and high current income, with a specific emphasis on income generation. To achieve this, the portfolio typically allocates approximately 40% of its assets to equities and 60% to fixed income instruments, offering diversified exposure across major asset classes. Notably, the fund invests mainly in affiliated open-end mutual funds and ETFs, resulting in indirect access to a wide range of domestic and international stocks, as well as government and corporate bonds, including non-investment grade issues. This moderate allocation strategy positions the fund within the "Moderately Conservative Allocation" category, making it suitable as a core holding for investors seeking both income and capital growth with a balanced risk profile. The fund is actively managed, regularly rebalancing its holdings, and has a notable historical track record, with assets under management exceeding $650 million and an expense ratio toward the lower end among its peers. As part of BlackRock’s suite of target allocation funds, it aims to efficiently diversify portfolios and balance the tradeoffs between risk and return over the long term.
Fund Family BlackRock
Category Allocation--30% to 50% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BAMPX
Index MSCI AC World NR USD
BAMPX had a total return of 11.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.83%.
