LifePath Active 2055 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 2055.
|Total Return (%)||9.19||-||-||-||14.24|
|Morningstar Category Avg. (%)||9.07||14.07||11.71||-||-|
|Lipper Category Avg. (%)||9.12||14.12||11.66||-||-|
as of 31-Aug-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-Oct-2014
|ISHARES INTL DEV REAL ESTATE ETF||7.52|
|BLACKROCK LARGE CAP GROWTH 2055||6.76|
|BLACKROCK MSTR BASIC VAL FUND 2055||6.62|
|BLK EUROFUND INST CLASS||6.37|
|BLACKROCK EMERGING MARKETS FUND||5.86|
|ISHARES US TECHNOLOGY ETF||5.31|
|BLK INTERNATIONAL FUND INST CLASS||4.94|
|ISHARES US FINANCIALS ETF TRUST||4.47|
|BLK INTL OPPORTUNITY INST CLASS||4.18|
|ISHARES US HEALTHCARE ETF TRUST||3.63|