BlackRock Target Alloc TaxAw Alts 60/40 (S:0P0001J4VT)
20.46
+0.24
(+1.21%)
USD |
Feb 28 2026
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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core S&P 500 ETF | 11.31% | 655.31 | -0.99% |
| iShares 20+ Year Treasury Bond ETF | 9.02% | 86.02 | -0.73% |
| iShares US Equity Factor Rotation Active ETF | 7.38% | 58.48 | -1.02% |
| MFS Core Equity Fund I | 7.24% | 53.01 | 0.38% |
| Avantis Emerging Markets Equity ETF | 6.13% | 80.34 | -1.22% |
| iShares High Yield Muni Active ETF | 5.68% | 48.20 | 0.06% |
| BlackRock Global Equity Market Neutral Fund Inst | 5.04% | 15.28 | 0.20% |
| iShares MSCI EAFE Value ETF | 4.41% | 74.53 | -1.14% |
| iShares S&P 500 Growth ETF | 4.23% | 113.76 | -1.21% |
| BlackRock Tactical Opportunities Fund Inst | 3.94% | 16.45 | 0.37% |
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 | -- |