BlackRock LifePath� Smart Beta 2025 Fund Class R Shares

 (MUTF:BRPDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.30%
   
4 week   +1.41%
   
3 month   +4.78%
   
YTD   +3.08%
   
1 year   +15.22%
   
3 years*   +3.73%
   
5 years*   +6.20%
   
*annualized
Best 3 month return+20.80%  
Worst 3 month return-27.00%  

Morningstar statistics

Morningstar category: Target-Date 2025
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years     -     - -
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets26.55M 
Front load-  
Deferred load-  
Expense ratio0.85%  
Management fee-  
Fund familyBlackRock 

Asset allocation

Cash3.10%  
Stocks69.41%  
Bonds27.38%  
Other0.12%  

Purchase information

Initial$100  
AIP Initial$100  
AIP Additional$50  
10.040.00(0.00%)
Feb 16, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The advisor normally intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2025. At the time it reaches its target retirement date in 2025, the asset allocation of the fund is expected to be approximately 40% in underlying funds that invest in equity and 60% in underlying funds that invest in fixed income, and the target allocation may shift over time depending on market conditions. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Ked Hogan (Started: Nov 16, 2016)
Matthew O’Hara (Started: Nov 16, 2016)
Andrew Ang (Started: Nov 16, 2016)
Advisor Company:
BlackRock Advisors LLC
Fund family reports on Morningstar »
BlackRock Funds, 100 BELLEVUE PARKWAY, P.O. Box 9819, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.59 -1.07 -0.77     -
Beta* 1.02 1.04 1.05     -
Mean annual return 0.99 0.34 0.55     -
R-squared* 92.69 96.05 96.58     -
Standard deviation 5.79 7.02 7.05     -
Sharpe ratio 1.99 0.56 0.91     -
* Against standard index

Top 10 holdings