BlackRock 80/20 Target Allocation Instl (BIAPX)
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BlackRock 80/20 Target Allocation Instl
WILMINGTON DE 19809
100 BELLEVUE PARKWAY
Blackrock Funds II
800-441-7762
Management information
Lisa Mears O'Connor,Lead manager since 27 January 2019
Lisa O'Connor is the Global Head of Investments for the LifePath and Model Portfolio Solutions team within the Multi-Asset Strategies group. The team is responsible for the development and management of strategic and tactical asset allocation models.
Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. The fund utilized both proprietary quantitative and fundamental strategies for alpha generation.
Ms. O'Connor was named one of the 50 leading women in hedge funds by the Hedge Fund Journal in 2015.
Lisa Mears O’Connor,Managing Director of BlackRock since 2017, Investment Head for the Model Portfolio Solutions group. Previously, Ms. O'Connor was a Managing Director and Head of Global Portfolio Management of State Street Global Advisors from 2013 to 2017 and a Managing Director of Mellon Capital Management from 2001 to 2013.She received her M.B.A from the University of California at Berkeley in 2002. Ms. Mears O’Connor has attained the Chartered Financial Analyst (“CFA”) designation in 1998. Ms. Mears O’Connor has over 17 years of investment experience.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--70% to 85% Equity
Fund familyBlackRock
Net assets1.44B
YTD return3.39%
Yield1.84%
Morningstar rating★★★★
Inception date20 Dec 2006
Fund operations
Last dividend0.31
Last cap gain6.00
Holdings turnover97.00%
Average for categoryN/A
Fees and expenses
ExpenseBIAPXCategory average
Annual report expense ratio (net)1.40%0.71%
Prospectus net expense ratio1.40%N/A
Prospectus gross expense ratio1.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.99%
Max deferred sales loadN/A1.43%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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