BlackRock LifePath 2055 Portfolio

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

U.S. News evaluated 48 Target Date 2051+ 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 21.32 percent over the past year, and 10.00 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 21.3%
3 Years (Annualized) 10.0%
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 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 March 31, 2014, LifePath 2055 Portfolio held approximately 95% of its assets in underlying funds that invest primarily in equity securities, 5% 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

Fees are High compared to funds in the same category.
BlackRock LifePath 2055 Portfolio has an expense ratio of 1.25 percent.

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Risk

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

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Highest Returns (10-year)

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