BlackRockLifePath Active 2040 Portfolio

Scorecard
1 / 5 Stars
Lipper
2 2 1 2 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

#29 in Target Date 2036-2040

U.S. News evaluated 52 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.

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Performance

The fund has returned 17.88 percent over the past year, 8.47 percent over the past three years, and 18.06 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 17.9%
3 Years (Annualized) 8.5%
5 Years (Annualized) 18.1%
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 2040. The fund holds approximately 78.35% of its assets in underlying funds that invest primarily in equity securities and 21.65% 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 Above Average compared to funds in the same category.
BlackRockLifePath Active 2040 Portfolio has an expense ratio of 0.51 percent.

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Risk

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

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