| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
2
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#24 in Target Date 2026-2030
U.S. News evaluated 45 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.
Performance
The fund has returned 18.30 percent over the past year, 11.01 percent over the past three years, and 3.14 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.1% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | 11.0% |
| 5 Years (Annualized) | 3.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a balance between long-term capital appreciation and high current income consistent with its current asset allocation. The fund allocates and reallocates its assets among a combination of equity, fixed income and money market funds in proportions. It is designed for investors expecting to retire or to begin withdrawing assets around the year 2030. The fund holds approximately 69.2% of its assets in underlying funds that invest primarily in equity securities and 30.8% 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 Average compared to funds in the same category.
BlackRock LifePath Active 2030 Portfolio has an expense ratio of 0.68 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
