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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 61 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.20 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.5% |
| 1 Year | 8.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize return consistent with the quantitatively measured risk that investors planning to retire (or begin to withdraw substantial portions of their investment) now or in the near future may be willing to accept. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio. As of April 15, 2013, the Portfolio held approximately 38% of its assets in underlying funds designed to track particular equity indexes, 62% of its assets in underlying funds designed to track particular bond indexes and the remainder of its assets in underlying funds that invest primarily in money market instruments.
Fees
Fees are Above Average compared to funds in the same category.
BlackRock Lifepath Index Retirement Portfolio has an expense ratio of 0.41 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
