BlackRock Foundational Model 60/40 (S:0P0001N298)
14.19
+0.18
(+1.32%)
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 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core Universal USD Bond Market ETF | 15.27% | 46.17 | 0.17% |
| Vanguard Value Index Fund ETF | 11.17% | 196.85 | 0.09% |
| Vanguard Growth Index Fund ETF | 9.15% | 441.22 | -0.08% |
| iShares US Equity Factor Rotation Active ETF | 7.79% | 58.71 | -0.03% |
| iShares Core MSCI Emerging Markets ETF | 7.62% | 69.52 | -1.07% |
| iShares S&P 100 ETF | 5.70% | 319.78 | -0.18% |
| iShares MSCI EAFE Value ETF | 5.43% | 75.05 | -0.29% |
| iShares MBS ETF | 4.95% | 94.87 | 0.21% |
| iShares MSCI USA Quality Factor ETF | 4.07% | 192.81 | 0.02% |
| iShares AI Innovation and Tech Active ETF | 3.97% | 34.13 | 0.18% |
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 | -- |