LifePath Index 2020 Fund
INVESTMENT APPROACHLifePath Index 2020 Portfolio seeks to maximize return consistent with the quantitatively measured risk that investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2020 may be willing to accept.
|Total Return (%)||6.71||8.20||-||-||7.02|
Morningstar Category Avg. (%)
as of 31-May-2015
|Lipper Category Avg. (%)||5.54||7.49||7.44||5.14||-|
as of 31-Mar-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 30-Apr-2015
|BLACKROCK BOND INDEX FUND||39.98|
|BLACKROCK RUSSELL 1000 INDEX FUND||29.38|
|BLACKROCK ACWI EX-US INDEX FUND||12.59|
|ISHARES TIPS BOND ETF||6.59|
|BLACKROCK SMALL CAP INDEX FUND||3.37|
|ISHARES MSCI TOTAL INTL STOCK ETF||3.21|
|ISHARES COHEN & STEERS REIT ETF||1.73|
|ISHARES INTL DEV REAL ESTATE ETF||1.64|
|ISHARES MSCI EAFE SMALL-CAP ETF||1.19|
Morningstar has awarded the Fund a Silver medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective 2/17/15)*