BlackRock 60/40 GA Selects Tax-Aware (S:0P0001FSU2)
19.37
+0.12
(+0.64%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 15, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Schwab US Large-Cap Growth ETF | 15.44% | 32.43 | -1.13% |
| iShares Disciplined Volatility Equity Active ETF | 12.36% | 25.00 | 0.21% |
| iShares Dynamic Equity Active ETF | 11.96% | 25.99 | -0.70% |
| VanEck Long Muni ETF | 7.90% | 17.58 | 0.14% |
| BlackRock Strategic Income Opps Port Inst | 6.95% | 9.82 | 0.10% |
| BlackRock Total Return Fund Institutional | 6.94% | 10.06 | 0.20% |
| State Street SPDR Nuveen ICE Municipal Bond ETF | 6.45% | 45.99 | 0.20% |
| State Street Financial Sel Sec SPDR ETF | 4.89% | 54.15 | -0.15% |
| iShares Core MSCI Europe ETF | 4.57% | 73.11 | 0.37% |
| BlackRock Global Allocation Fund Institutional | 3.11% | 20.74 | -0.24% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |