2 / 5 Stars
2 2 1 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#26 in Target Date 2036-2040
U.S. News evaluated 49 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 19.08 percent over the past year, 10.85 percent over the past three years, and 12.78 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.9%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||12.8%|
|10 Years (Annualized)||N/A|
The investment seeks a balance between long-term capital appreciation and high current income consistent with its current asset allocation. 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 2040. The fund holds approximately 81.8% of its assets in underlying funds that invest primarily in equity securities and 18.2% 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 are Above Average compared to funds in the same category.
BlackRockLifePath Active 2040 Portfolio has an expense ratio of 0.68 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.