BlackRock LifePath Active 2025 Portfolio

Scorecard
1 / 5 Stars
Lipper
2 3 3 1 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#24 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 13.75 percent over the past year, 8.00 percent over the past three years, and 16.34 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 13.8%
3 Years (Annualized) 8.0%
5 Years (Annualized) 16.3%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund normally intends to invest exclusively in affiliated open-end funds and affiliated exchange-traded funds. It is designed for investors expecting to retire or to begin withdrawing assets around the year 2025. The fund holds approximately 57.56% of its assets in underlying funds that invest primarily in equity securities and 42.44% of its assets in underlying funds that invest primarily in fixed income, including underlying funds that invest primarily in money market instruments. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
BlackRock LifePath Active 2025 Portfolio has an expense ratio of 0.54 percent.

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Risk

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

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