3 / 5 Stars
3 2 3 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 47 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.
The fund has returned 15.19 percent over the past year, and 8.68 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio. As of March 31, 2014, the Portfolio held approximately 59% of its assets in underlying funds designed to track particular equity indexes, 41% 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 are Above Average compared to funds in the same category.
BlackRock Lifepath Index 2025 Portfolio has an expense ratio of 0.43 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.