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Blackrock 60/40 Target Allocation Fund, Investor A: (MF: BAGPX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 01:00 PM ET

$16.33 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.96 57
3 months 2.16 79
6 months 9.16 49
1 Year 14.87 45
3 Year 12.80 42
5 Year 7.08 50
10 Year 8.73 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -43.94
Bull Market (2/09 - 3/21) 447.67

Load Adjusted Returns as of Jan 31, 2026

1 Year 9.87
5 Year 5.60
10 Year 7.60
Since Inception 6.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.74 8.00 5.70 2.05
2024 5.00 2.31 4.78 -1.37
2023 4.29 4.86 -3.64 9.62
2022 -4.87 -11.92 -4.97 5.39
2021 2.45 4.85 -0.98 4.40

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.9615.6411.0315.53-16.0811.0416.8220.58-6.2114.364.84
% Total Return Rel to Index 0.00-2.57-13.99-10.712.11-17.64-1.57-10.90-1.82-7.42-7.09
% Total Return Rel to Peer 0.001.131.112.37-3.12-0.466.133.380.280.90-1.42
% Perf Quintile vs Peer* 0.000.000.003.003.003.001.003.003.003.004.00
% Dividends 0.000.400.370.290.290.300.160.300.160.250.18
% Yield NA2.282.272.492.151.760.992.131.301.811.47
Capital Gains ($) 0.000.830.900.090.000.850.390.160.650.130.00
Expense Ratio 0.000.420.440.440.440.440.470.490.490.480.45

* 1 = Top 20%, 5 = Bottom 20%