BlackRockLifePath Active 2040 Portfolio

Scorecard
1 / 5 Stars
Lipper
2 2 1 2 1
Zacks Investment Research
---
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

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.

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Performance

The fund has returned 18.24 percent over the past year, 9.46 percent over the past three years, and 13.79 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 18.2%
3 Years (Annualized) 9.5%
5 Years (Annualized) 13.8%
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 Average compared to funds in the same category according to Morningstar.

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