BlackRock LifePath 2025 Portfolio

Scorecard
1 / 5 Stars
Lipper
1 1 3 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C (Hold)

#27 in Target Date 2021-2025

U.S. News evaluated 49 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.11 percent over the past year, and 7.13 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 11.1%
3 Years (Annualized) 7.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2025. The fund invests all of its assets in the 2025 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of April 15, 2013, LifePath 2025 Portfolio held approximately 61% of its assets in underlying funds that invest primarily in equity securities, 39% 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

Fees are Above Average compared to funds in the same category.
BlackRock LifePath 2025 Portfolio has an expense ratio of 1.01 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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