2 / 5 Stars
3 2 1 4 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#23 in Target Date 2046-2050
U.S. News evaluated 50 Target Date 2046-2050 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 17.41 percent over the past year, 8.81 percent over the past three years, and 19.79 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||19.8%|
|10 Years (Annualized)||N/A|
The investment seeks to be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2050. The fund invests all of its assets in the 2050 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of April 15, 2013, LifePath 2050 Portfolio held approximately 92% of its assets in underlying funds that invest primarily in equity securities, 8% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.
Fees are Above Average compared to funds in the same category.
BlackRock LifePath 2050 Portfolio has an expense ratio of 0.96 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.