2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 51 Target Date 2036-2040 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 9.63 percent over the past year, 6.98 percent over the past three years, 14.01 percent over the past five years, and 4.32 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||14.0%|
|10 Years (Annualized)||4.3%|
The investment seeks to be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2040. The fund invests all of its assets in the 2040 Master Portfolio which allocates and reallocates its assets among a combination of the equity, bond and money market funds. As of April 15, 2013, LifePath 2040 Portfolio held approximately 81% of its assets in underlying funds that invest primarily in equity securities, 19% 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 High compared to funds in the same category.
BlackRock LifePath 2040 Portfolio has an expense ratio of 1.71 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.