- What does BAMPX invest in?
- This fund's primary objective is to cultivate a balanced portfolio, aiming for both sustained capital growth over the long term and a robust stream of current income, with a distinct emphasis on generating income. Structured as a 'fund of funds,' it typically allocates approximately 40% of its total assets to equity holdings and dedicates the remaining 60% to fixed-income instruments. The fund manager generally directs these investments primarily into other BlackRock-affiliated mutual funds and exchange-traded funds (ETFs). Furthermore, to potentially enhance returns or manage risk in line with its investment mandate, the fund has the flexibility to utilize derivative instruments, including options, futures, total return swaps, and foreign currency transactions.
- What is the expense ratio of BAMPX?
- An expense ratio for BlackRock 40/60 Target Allocation Fund, Investor A (BAMPX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is BAMPX?
- BlackRock 40/60 Target Allocation Fund, Investor A (BAMPX) manages $807.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BAMPX actively managed or an index fund?
- BAMPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BAMPX launched?
- BlackRock 40/60 Target Allocation Fund, Investor A (BAMPX) launched in December 2006 and is managed by BlackRock / iShares.
- How has BAMPX performed?
- BAMPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
