LifePath Active Retirement Portfolio
INVESTMENT APPROACHInvests in a combination of affiliated equity, fixed income and money market underlying open-end funds and ETFs in proportions based on its own comprehensive investment strategy and is designed for investors planning to begin withdrawing assets around the year 2015.
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
Past distributions are not indicative of future distributions.
as of 27-Feb-2015
|BLACKROCK TOTAL RETURN FUND 2015||32.20|
|BLK INFLT PROTECT BND BLK CLASS||8.81|
|BLK STRAT INCOME OPPORT INST CLASS||6.51|
|BLK GLBL L/S CREDIT FND INST CLASS||6.43|
|BLACKROCK COMMODITY STRAT FUND||3.75|
|ISHARES RUSSELL 2000 ETF||3.65|
|BLACKROCK LARGE CAP GROWTH 2015||3.41|
|BLACKROCK BASIC VALUE CL K||3.32|
|ISHARES US TECHNOLOGY ETF||2.90|
|BLK EUROFUND INST CLASS||2.77|
Best 3-Month Return Over the Last 3 Years
3 months ending 30-Nov-2013
Worst 3-Month Return Over the Last 3 Years
3 months ending 31-May-2012