2 / 5 Stars
2 2 1 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#30 in Target Date 2036-2040
U.S. News evaluated 45 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 10.49 percent over the past year, 8.52 percent over the past three years, and 3.09 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.5%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||3.1%|
|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 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 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.