3 / 5 Stars
4 4 5 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#17 in Retirement Income
U.S. News evaluated 62 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.19 percent over the past year, 7.69 percent over the past three years, 4.47 percent over the past five years, and 5.20 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||2.2%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||5.2%|
The investment seeks income and moderate long-term growth of capital. The fund invests all of its assets in the Retirement Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of April 15, 2013, LifePath Retirement Portfolio held approximately 38% of its assets in underlying funds that invest primarily in equity securities, 62% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.
Fees are High compared to funds in the same category.
BlackRock LifePath Retirement Portfolio has an expense ratio of 1.03 percent.
Risk is Average compared to funds in the same category according to Morningstar.