BlackRock LifePath Active 2030 Portfolio

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

#25 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.

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Performance

The fund has returned 12.87 percent over the past year, 7.82 percent over the past three years, and 15.56 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 0.9%
1 Year 12.9%
3 Years (Annualized) 7.8%
5 Years (Annualized) 15.6%
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 2030. The fund holds approximately 65.46% of its assets in underlying funds that invest primarily in equity securities and 34.54% 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 Low compared to funds in the same category.
BlackRock LifePath Active 2030 Portfolio has an expense ratio of 0.52 percent.

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Risk

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

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