LifePath Active 2040 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 2040.
|Total Return (%)||4.20||12.82||9.82||-||4.67|
|Lipper Category Avg. (%)||5.36||13.05||9.91||5.48||-|
|Total Return (%)||4.20||-1.17||1.54||4.20||43.60||59.71||-||42.09|
|Lipper Category Avg. (%)||5.36||-1.11||1.96||5.36||44.75||60.69||70.79||-|
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 MSTR BASIC VAL FUND 2040||10.89|
|BLACKROCK LARGE CAP GROWTH 2040||10.16|
|BLK EUROFUND INST CLASS||9.18|
|BLK EQUITY DIV INST CLASS||5.06|
|BLK CAPITAL APPREC FUND BLK CLASS||5.04|
|BLK INTERNATIONAL FUND INST CLASS||4.62|
|ISHARES US TECHNOLOGY ETF||4.55|
|BLACKROCK EMERGING MARKETS FUND||4.53|
|ISHARES US FINANCIALS ETF TRUST||3.86|
|ISHARES INTL DEV REAL ESTATE ETF||3.42|