2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#27 in Target Date 2026-2030
U.S. News evaluated 52 Target Date 2026-2030 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 10.69 percent over the past year, 7.42 percent over the past three years, 14.79 percent over the past five years, and 5.34 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||5.3%|
The investment seeks to be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2030. The fund invests all of its assets in the 2030 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of April 15, 2013, LifePath 2030 Portfolio held approximately 68% of its assets in underlying funds that invest primarily in equity securities, 32% 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 Low compared to funds in the same category.
BlackRock LifePath 2030 Portfolio has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.