Multi Asset

BAPCX

LifePath Active 2020 Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-0.75 4.71 5.08 - 4.07
-5.96 2.85 3.96 - 3.46
Benchmark (%) Index: Russell 1000 Index (Gross Total Return).<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 2.93 11.48 11.88 - -
Morningstar Category Avg. (%) Target-Date 2020 0.75 5.08 5.08 4.35 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 192/240 125/188 82/161 - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 3 3 - -
Lipper Category Avg. (%) Mixed-Asset Target 2020 Funds 0.79 4.95 5.05 4.26 -
Lipper Ranking Rankings are based on total return excluding sales charges. 169/212 100/162 72/140 - -
Lipper Quartile Rankings are based on total return excluding sales charges. 4 3 3 - -


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.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of 28-Jul-2016 $16.2 M
Size of Fund (Millions) as of 28-Jul-2016 $28.7 M
Share Class launch date 20-Apr-2007
Asset Class MultiAsset
Morningstar Category Target-Date 2020
Lipper Classification Mixed-Asset Target 2020 Funds
Benchmark Index Russell 1000 Index (Gross Total Return)
CUSIP 09256H617
Net, Excluding Investment Related Expenses 0.35%
Expense Ratio 1.65%
Max Offer Price as of 28-Jul-2016 $10.55
Open to New Investors Yes
Turnover Percent as of 30-Jun-2016 45%

Portfolio Characteristics

Portfolio Characteristics

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of 30-Apr-2016 out of 162, 4,015, 162, 39 and 162 Funds, respectively in Lipper's Mixed-Asset Target 2020 Funds classification.

Holdings

Holdings

as of 30-Jun-2016
Name Weight (%)
BLACKROCK TOTAL RETURN FUND 2020 29.45
BLK INTL OPPORTUNITY INST CLASS 15.33
BLK INFLT PROTECT BND CLASS K 7.04
BLACKROCK LARGE CAP GROWTH 2020 5.70
BLACKROCK BASIC VALUE CL K 5.20
Name Weight (%)
BLK STRAT INC OPP PORT K CLASS 5.05
BLK GLOB LNG/SHRT CRED FND K CLASS 4.93
BLACKROCK COMMODITY STRAT FUND 3.80
Small Cap Index Master for BR_2020 3.40
BLK EMRG MKT L/S EQ FND INST CLASS 2.98

Exposure Breakdowns

Exposure Breakdowns

as of 30-Jun-2016

% of Market Value

Geographic exposure relates principally to the domicile of the issuers of the securities held in the product, added together and then expressed as a percentage of the product’s total holdings. However, in some instances it can reflect the country where the issuer of the securities carries out much of their business.
as of 30-Jun-2016

% of Market Value

Allocations subject to change.
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Philip Green
Managing Director, Head of BlackRock’s Multi-Asset Portfolio Strategies (MAPS)
Portfolio Manager

Literature

Literature

 

How to Buy BlackRock Funds

How to Buy BlackRock Funds

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