LifePath Index Retirement Portfolio
INVESTMENT APPROACHLifePath Index Retirement 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) now or in the near future may be willing to accept.
|Total Return (%)||5.73||7.51||-||-||6.06|
|Morningstar Category Avg. (%)||4.36||7.17||6.53||4.03||-|
|Lipper Category Avg. (%)||3.94||5.73||5.79||4.21||-|
as of 31-Oct-2014
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-Dec-2014
|BLACKROCK BOND INDEX FUND||51.33|
|BLACKROCK RUSSELL 1000 INDEX FUND||22.67|
|ISHARES TIPS BOND ETF||8.87|
|BLACKROCK ACWI EX-US INDEX FUND||8.17|
|BLACKROCK SMALL CAP INDEX FUND||3.99|
|ISHARES MSCI TOTAL INTL STOCK ETF||3.12|
|ISHARES MSCI EAFE SMALL-CAP ETF||1.17|
|ISHARES COHEN & STEERS REIT ETF||0.28|
|ISHARES INTL DEV REAL ESTATE ETF||0.24|