2 / 5 Stars
2 2 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 40 Target Date 2051+ 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 20.57 percent over the past year, and 12.00 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||18.1%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||N/A|
|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 2055. The fund invests all of its assets in the 2055 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of April 15, 2013, LifePath 2055 Portfolio held approximately 97% of its assets in underlying funds that invest primarily in equity securities, 3% 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 High compared to funds in the same category.
BlackRock LifePath 2055 Portfolio has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.