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Blackrock 40/60 Target Allocation Fund, Class R: (MF: BRMPX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$12.95 USD
+0.06 (0.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.39 | 49 |
| 3 months | -1.70 | 41 |
| 6 months | 0.81 | 44 |
| 1 Year | 8.73 | 44 |
| 3 Year | 4.54 | 76 |
| 5 Year | 5.38 | 77 |
| 10 Year | 4.61 | 65 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -37.70 |
| Bull Market (2/09 - 3/21) | 266.05 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.80 |
| 5 Year | 6.49 |
| 10 Year | 4.63 |
| Since Inception | 4.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.07 | NA | NA | NA |
| 2024 | 3.16 | 1.61 | 4.84 | -1.71 |
| 2023 | 3.72 | 3.15 | -3.73 | 8.51 |
| 2022 | -4.72 | -10.00 | -4.81 | 3.88 |
| 2021 | 1.06 | 3.76 | -0.58 | 3.04 |
| 2020 | -8.27 | 10.92 | 4.18 | 7.68 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.39 | 8.02 | 11.75 | -15.20 | 7.44 | 14.16 | 16.06 | -4.24 | 11.13 | 3.71 | 0.33 |
| % Total Return Rel to Index | 5.31 | -16.99 | -14.48 | 2.99 | -21.24 | -4.24 | -15.42 | 0.15 | -10.65 | -8.22 | -1.05 |
| % Total Return Rel to Peer | 0.22 | -1.89 | -1.40 | -2.23 | -4.06 | 3.47 | -1.13 | 2.25 | -2.32 | -2.55 | 2.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 2.00 | 4.00 | 2.00 | 4.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.36 | 0.30 | 0.28 | 0.23 | 0.10 | 0.25 | 0.20 | 0.23 | 0.15 | 0.17 |
| % Yield | 0.00 | 2.79 | 2.93 | 2.47 | 1.64 | 0.74 | 2.02 | 1.81 | 1.92 | 1.36 | 1.43 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 0.42 | 0.00 | 0.57 | 0.00 | 0.00 | 0.81 |
| Expense Ratio | 0.00 | 0.60 | 0.60 | 0.61 | 0.61 | 0.63 | 0.64 | 0.65 | 0.66 | 0.62 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%