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Blackrock 60/40 Target Allocation Fund, Investor C: (MF: BCGPX)
(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET
$15.41 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.81 | 53 |
| 3 months | 7.78 | 40 |
| 6 months | 6.81 | 53 |
| 1 Year | 9.98 | 62 |
| 3 Year | 10.42 | 52 |
| 5 Year | 7.61 | 55 |
| 10 Year | 6.21 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.45 |
| Bull Market (2/09 - 3/21) | 343.14 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.88 |
| 5 Year | 7.61 |
| 10 Year | 6.21 |
| Since Inception | 5.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.90 | 7.78 | NA | NA |
| 2024 | 4.90 | 2.10 | 4.57 | -1.54 |
| 2023 | 4.15 | 4.60 | -3.73 | 9.31 |
| 2022 | -5.04 | -12.01 | -5.18 | 5.15 |
| 2021 | 2.23 | 4.69 | -1.20 | 4.15 |
| 2020 | -12.88 | 14.34 | 5.50 | 10.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.81 | 10.28 | 14.63 | -16.70 | 10.14 | 16.03 | 19.66 | -6.94 | 13.54 | 3.99 | -0.99 |
| % Total Return Rel to Index | 0.60 | -14.73 | -11.60 | 1.50 | -18.54 | -2.36 | -11.82 | -2.54 | -8.25 | -7.94 | -2.38 |
| % Total Return Rel to Peer | 0.17 | 0.36 | 1.48 | -3.73 | -1.36 | 5.35 | 2.47 | -0.44 | 0.08 | -2.27 | 1.35 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.24 | 0.18 | 0.18 | 0.19 | 0.04 | 0.20 | 0.05 | 0.14 | 0.10 | 0.13 |
| % Yield | 0.00 | 1.49 | 1.53 | 1.38 | 1.12 | 0.27 | 1.47 | 0.45 | 1.05 | 0.88 | 1.01 |
| Capital Gains ($) | 0.00 | 0.90 | 0.09 | 0.00 | 0.85 | 0.39 | 0.16 | 0.65 | 0.13 | 0.00 | 0.93 |
| Expense Ratio | 1.13 | 1.18 | 1.19 | 1.18 | 1.19 | 1.22 | 1.24 | 1.24 | 1.23 | 1.20 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%