LifePath 2040 Portfolio
INVESTMENT APPROACHLifePath 2040 Portfolio (the Fund) is designed for investors expecting to retire or to begin withdrawing assets around the year 2040. The Fund allocates its assets among a combination of equity, bond and money market funds in proportions based on its own comprehensive investment strategy. Asset allocation will change over time according to a predetermined glide path as the fund approaches its target date. Asset mix becomes more conservative prior to retirement, as time elapses.
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 31-Mar-2014
|ACTIVE STOCK MASTER PORTFOLIO||32.60|
|BLACKROCK COREALPHA BOND FUND||19.37|
|INTERNATIONAL TILTS MASTER||15.01|
|BLACKROCK RUSSELL 1000 INDEX FUND||8.73|
|BLACKROCK EMERGING MARKETS FUND||4.64|
|ISHARES COHEN & STEERS REIT ETF||4.31|
|ISHARES INTL DEV REAL ESTATE ETF||4.24|
|BLACKROCK COMMODITY STRAT FUND||3.90|
|BLACKROCK SMALL CAP INDEX FUND||2.58|
|ISHARES MSCI EAFE SMALL-CAP ETF||2.30|
30 Day SEC Yield
as of 28-Feb-2014
as of -
Best Rolling 3 Months Over 3 Years
3 months ending 31-Mar-2012
Worst Rolling 3 Months Over 3 Years
3 months ending 30-Sep-2011