BlackRock Core Alloc TaxAw Alts Agg (S:0P0001QJK8)
20.17
-0.06
(-0.30%)
USD |
Nov 30 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 13, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core S&P 500 ETF | 16.59% | 698.23 | 0.16% |
| iShares US Equity Factor Rotation Active ETF | 11.03% | 61.66 | 0.15% |
| JPMorgan US Research Enhanced Equity Fund I | 8.99% | 48.74 | 0.58% |
| iShares S&P 500 Growth ETF | 6.46% | 125.09 | 0.34% |
| iShares MSCI EAFE Value ETF | 5.56% | 72.93 | 0.62% |
| Avantis Emerging Markets Equity ETF | 5.50% | 80.99 | 1.26% |
| iShares S&P 500 Value ETF | 5.00% | 217.23 | -0.08% |
| BlackRock Technology Opportunities Fund Inst | 4.85% | 79.90 | 1.49% |
| iShares S&P 100 ETF | 4.49% | 346.56 | 0.14% |
| iShares US Thematic Rotation Active ETF | 3.96% | 39.35 | 0.23% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |