LifePath Index 2040 Portfolio
INVESTMENT APPROACHLifePath Index 2040 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 2040 may be willing to accept.
|Total Return (%)||13.14||-||-||-||8.57|
|Morningstar Category Avg. (%)||14.26||8.89||17.41||5.96||-|
|Lipper Category Avg. (%)||14.25||8.94||17.44||6.00||-|
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
|BLACKROCK RUSSELL 1000 INDEX FUND||43.73|
|BLACKROCK BOND INDEX FUND||18.45|
|BLACKROCK ACWI EX-US INDEX FUND||15.37|
|ISHARES MSCI TOTAL INTL STOCK ETF||6.65|
|ISHARES INTL DEV REAL ESTATE ETF||4.53|
|ISHARES COHEN & STEERS REIT ETF||4.50|
|BLACKROCK SMALL CAP INDEX FUND||2.45|
|ISHARES MSCI EAFE SMALL-CAP ETF||2.28|
|ISHARES TIPS BOND ETF||1.85|