BVDAX Mutual Fund
BVDAX Mutual Fund
BVDAX Mutual Fund
BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
BVDAX Mutual Fund Overview
BVDAX Mutual Fund (BlackRock 60/40 Target Allocation ETF V.I. Fund Class I) is managed by BlackRock, Inc. (US) with $700.0M in net assets. BVDAX expense ratio is 0.33%, holding 19 positions across sectors including Financials. Inception date: 2014-04-30.
BVDAX performance shows a YTD return of 7.80%. The 1-year return is 10.58% and the 5-year return is 7.38%. BVDAX dividend yield stands at 6.17%, paid annually.
BVDAX top holdings include Ishares Trust (22.6%), Ishares Core S&p 500 ETF (21.1%), Ishares S&P 500 Growth Etf (7.1%), Ishares S&p 500 Value ETF (6.8%), Ishares Core Msci Emerging Mar (5.0%). Go to all BVDAX holdings, BVDAX sectors, or BVDAX dividends.
BVDAX can be compared against other funds. Use BVDAX overlap to find shared positions, or BVDAX vs another fund for a side-by-side view. BVDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.