BlackRock Lifepath Index 2045 Portfolio

Scorecard
3 / 5 Stars
Lipper
2 2 1 5 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 47 Target Date 2041-2045 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 19.84 percent over the past year, and 10.51 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.4%
1 Year 19.8%
3 Years (Annualized) 10.5%
5 Years (Annualized) N/A
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 is a "feeder" fund that invests all of its assets in the Master Portfolio. As of March 31, 2014, the Portfolio held approximately 85% of its assets in underlying funds designed to track particular equity indexes, 15% of its assets in underlying funds designed to track particular bond indexes and the remainder of its assets in underlying funds that invest primarily in money market instruments.

Fees

Fees are Above Average compared to funds in the same category.
BlackRock Lifepath Index 2045 Portfolio has an expense ratio of 0.44 percent.

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Risk

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

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