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Blackrock 60/40 Target Allocation Fund Investor A Shares (BAGPX)
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14.83
+0.14
+0.95%
Type:
Fund
Market:
United States
Issuer:
BlackRock
Underlying:
MSCI ACWI Net USD
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 636.5M
BlackRock 60/40 Target Allocation Inv A
14.83
+0.14
+0.95%
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Blackrock 60/40 Target Allocation Fund Investor A Shares Overview
On this page you'll find an in-depth profile of Blackrock 60/40 Target Allocation Fund Investor A Shares. Learn about the key management, total assets, investment strategy and contact information of BAGPX among other information.
Investment Strategy
The investment seeks long term capital appreciation, and current income is also a consideration. The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% 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.
Contact Information
Address
12 Throgmorton Avenue
London,RI EC2N 2DL
United Kingdom
London,RI EC2N 2DL
United Kingdom
Phone
020 7743 3000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lisa Mears O'Connor | Managing Director | 2019 | Now |
| Biography | 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. | ||
| Michael Gates | - | 2015 | Now |
| Biography | Michael Gates, CFA, Managing Director, leads the Model Portfolio Solutions team in the Americas and is the lead portfolio manager for the Target Allocation Funds. He and his team also manage a series of outcome-oriented and total return asset allocation strategies for retail advisors and managed account investors. Mr. Gates' service with BlackRock dates back to 2009, where he served as part of the Multi-Asset Strategies group, as well as BlackRock's Global Trading group. Prior to 2009, Mr. Gates worked for Barclays Global Investors (BGI), which merged with BlackRock in 2009, in a variety of research roles, focused on fixed income and alternative investment strategies. Previously Mr. Gates worked as an analyst responsible for equity risk models at Barra. Mr. Gates earned his MS in Economics from the University of California, Davis, and a BS, with honors, from the University of California, Davis. | ||
| Vishal Karir | Director | 2016 | 2018 |
| Biography | Vishal Karir is Director of BlackRock, Inc. since 2016; portfolio manager and member of BlackRock’s Multi-Asset Strategies Group since 2012; Vice President of BlackRock, Inc. from 2010 to 2015. | ||
| Russ Koesterich | Managing Director | 2015 | 2016 |
| Biography | "Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team as well as the lead portfolio manager on the GA Selects model portfolio strategies. Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of three books, including his most recent ""Portfolio Construction for Today's Markets."" Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder." | ||
| Philip J. Green | Managing Director | 2007 | 2015 |
| Biography | Philip Green, ortfolio Manager，Primarily responsible for the day-to-day management of the Master Portfolio since 2016, including setting the Master Portfolio’s overall investment strategy and overseeing the management of the Master Portfolio. managing Director of BlackRock, Inc. since 2006 | ||
| Linda Zhang | Portfolio Manager | 2006 | 2009 |
| Biography | Linda Zhang is the Senior Portfolio Manager and Head of Research at Windhaven Investment Management, Inc. Dr. Zhang brings 15 years of investment management experience to Windhaven, the bulk of which has been focused on managing multi-asset, global macro long/short strategies at institutional asset management firms. Linda joined Windhaven from MFS where she managed a range of mutual funds including Global Multi-Asset, Absolute Return, and Commodities funds. Prior to MFS, she was a Portfolio Manager at BlackRock where she served on the asset allocation committee and managed Global Tactical Asset Allocation and Lifecycle funds. She has also served as Head of the Quant Strategy Group and Fund Manager for State Street Research Management, and was a member of the Quantitative Research team at Baring Asset Management. Dr. Zhang has written and spoken extensively about global investment topics and has authored articles published in journals such as the Journal of Investing, CFA Digest and the Journal of Alternative Investments. Linda has a B.S. from the University of Regina in Canada, a M.S. in Resource Economics and a Ph.D. in Finance from UMass Amherst. | ||
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