Blackrock 4060 Target Fund Fundamentals
| BKMPX Fund | USD 12.17 0.03 0.25% |
Blackrock 4060 Target fundamentals help investors to digest information that contributes to Blackrock 4060's financial success or failures. It also enables traders to predict the movement of Blackrock Mutual Fund. The fundamental analysis module provides a way to measure Blackrock 4060's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Blackrock 4060 mutual fund.
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Blackrock 4060 Target Mutual Fund Three Year Return Analysis
Blackrock 4060's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Blackrock 4060 Three Year Return | 0.68 % |
Most of Blackrock 4060's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Blackrock 4060 Target is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Blackrock 4060 Target has a Three Year Return of 0.68%. This is 92.58% lower than that of the BlackRock family and significantly higher than that of the Allocation--30% to 50% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Blackrock 4060 Target Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Blackrock 4060's current stock value. Our valuation model uses many indicators to compare Blackrock 4060 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Blackrock 4060 competition to find correlations between indicators driving Blackrock 4060's intrinsic value. More Info.Blackrock 4060 Target is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 48.45 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Blackrock 4060 by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Blackrock 4060's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blackrock 4060's earnings, one of the primary drivers of an investment's value.Blackrock Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Blackrock 4060's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Blackrock 4060 could also be used in its relative valuation, which is a method of valuing Blackrock 4060 by comparing valuation metrics of similar companies.Blackrock 4060 is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Blackrock 4060
The fund invests 43.43% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (6.96%) , cash (9.19%) and various exotic instruments.Asset allocation divides Blackrock 4060's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Blackrock Fundamentals
| Total Asset | 680.74 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 1.40 % | |||
| One Year Return | 8.37 % | |||
| Three Year Return | 0.68 % | |||
| Five Year Return | 5.35 % | |||
| Ten Year Return | 7.91 % | |||
| Net Asset | 361.41 M | |||
| Last Dividend Paid | 0.18 | |||
| Cash Position Weight | 9.19 % | |||
| Equity Positions Weight | 43.43 % | |||
| Bond Positions Weight | 6.96 % |
About Blackrock 4060 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Blackrock 4060 Target's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Blackrock 4060 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Blackrock 4060 Target based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 40 percent of its assets and exposure to fixed-income securities in an amount equal to 60 percent of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.
Pair Trading with Blackrock 4060
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Blackrock 4060 position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Blackrock 4060 will appreciate offsetting losses from the drop in the long position's value.Moving together with Blackrock Mutual Fund
| 0.79 | MKCMX | Blackrock California | PairCorr |
| 0.96 | MKCPX | Blackrock Balanced | PairCorr |
| 0.93 | MKEFX | Blackrock Eurofund Class | PairCorr |
| 0.85 | MKDCX | Blackrock Emerging | PairCorr |
| 0.93 | MKDVX | Blackrock Equity Dividend | PairCorr |
The ability to find closely correlated positions to Blackrock 4060 could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blackrock 4060 when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Blackrock 4060 - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Blackrock 4060 Target to buy it.
The correlation of Blackrock 4060 is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Blackrock 4060 moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blackrock 4060 Target moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Blackrock 4060 can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Blackrock 4060 Target. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.