LifePath Active 2040 Fund
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 (%)||2.33||11.41||11.98||-||4.68|
|Lipper Category Avg. (%)||2.13||11.54||11.63||5.77||-|
|Total Return (%)||-2.01||-0.09||2.38||2.33||38.30||76.05||-||45.48|
|Lipper Category Avg. (%)||-1.85||-0.22||2.44||2.13||38.99||73.81||75.62||-|
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-Jun-2015
|BLK INTL OPPORTUNITY INST CLASS||22.25|
|BLACKROCK BASIC VALUE CL K||12.78|
|BLACKROCK LARGE CAP GROWTH 2040||11.89|
|BLK CAPITAL APPREC FUND BLK CLASS||7.45|
|BLK EQUITY DIV INST CLASS||7.11|
|ISHARES INTL DEV REAL ESTATE ETF||6.34|
|BLACKROCK EMERGING MARKETS FUND||6.03|
|ISHARES US REAL ESTATE ETF TRUST||4.28|
|BLK EMRG MKT L/S EQ FND INST CLASS||4.17|
|BLK GLBL L/S EQUITY FND INST CLASS||4.15|