BlackRock 60/40 Target Allocation Fund Institutional Shares (BIGPX)

Fund Assets	2.01B
Expense Ratio	0.34%
Min. Investment	$2,000,000
Turnover	104.00%
Dividend (ttm)	0.45
Dividend Yield	2.55%
Dividend Growth	6.51%
Payout Frequency	Annual
Ex-Dividend Date	Dec 29, 2025

Previous Close	17.89
YTD Return	10.50%
1-Year Return	16.46%
5-Year Return	31.08%
52-Week Low	15.57
52-Week High	18.03
Beta (5Y)	0.62
Holdings	24
Inception Date	Dec 21, 2006

About BIGPX

The BlackRock 60/40 Target Allocation Fund Institutional Shares is a balanced mutual fund designed to provide a diversified investment solution by allocating approximately 60% of its assets to equities and 40% to fixed-income securities. Managed as a fund of funds, it blends both BlackRock’s actively managed strategies and a broad selection of BlackRock iShares exchange-traded funds, creating a globally diversified portfolio across various asset classes, sectors, and geographies. The fund’s primary objective is to seek long-term capital appreciation, while also considering the generation of current income, providing a core solution for investors looking for a moderate risk-return profile typical of the classic 60/40 investment approach. Notable features include an institutional-class structure with a substantial minimum investment requirement and a low net expense ratio, aligning with BlackRock’s emphasis on efficient, cost-effective portfolio construction. The fund’s strategic allocation and diversified holdings make it significant for institutional investors seeking a turnkey, risk-focused asset allocation strategy that leverages both active and passive management styles for potential market resilience and broad exposure.

• Fund Family: BlackRock
• Category: Allocation--50% to 70% Equity
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BIGPX
• Index: MSCI AC World NR USD

Performance

BIGPX had a total return of 16.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.12%.

Top 10 Holdings

72.97% of assets

Name	Symbol	Weight
iShares Core S&P 500 ETF	IVV	16.62%
BlackRock Total Return Fund Class K Shares	MPHQX	10.88%
Intl Tilts Master For Br_Grw	n/a	7.06%
iShares S&P 500 Growth ETF	IVW	7.00%
iShares U.S. Equity Factor Rotation Active ETF	DYNF	6.08%
iShares S&P 500 Value ETF	n/a	6.00%
BlackRock Strategic Income Opps K	BSIKX	5.92%
iShares 10-20 Year Treasury Bond ETF	TLH	5.16%
BlackRock Technology Opportunities K	BTEKX	4.24%
iShares Core MSCI Emerging Markets ETF	IEMG	4.02%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 29, 2025	$1.29095	Dec 30, 2025
Dec 24, 2024	$1.32881	Dec 26, 2024
Dec 22, 2023	$0.44399	Dec 26, 2023
Dec 23, 2022	$0.33862	Dec 27, 2022
Dec 31, 2021	$1.20782	Jan 3, 2022
Dec 31, 2020	$0.59916	Jan 4, 2021

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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