STLCX

LifePath Dynamic 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.
8.81 3.55 6.18 3.80 6.64
Morningstar Category Avg. (%) Target-Date 2020 8.77 3.50 6.57 3.80 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 136/232 98/184 90/148 46/84 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 3 3 3 3 -
Lipper Category Avg. (%) Mixed-Asset Target 2020 Funds 8.47 3.38 6.38 3.69 -
Lipper Ranking Rankings are based on total return excluding sales charges. 129/229 88/180 80/139 46/85 -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 2 3 3 -
  YTD 1m 3m 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.
6.38 0.34 3.02 8.81 11.02 34.99 45.17 348.04
Morningstar Category Avg. (%) Target-Date 2020 5.99 0.19 2.34 8.77 10.86 37.45 45.27 -
Lipper Category Avg. (%) Mixed-Asset Target 2020 Funds 5.84 0.18 2.29 8.47 10.50 36.64 44.26 -
  2012 2013 2014 2015 2016
Total Return (%) Total return represents changes to the NAV and accounts for distributions from the fund. 10.99 9.67 5.06 -1.78 6.29
Morningstar Category Avg. (%) Target-Date 2020 11.68 11.57 4.72 -1.57 6.23


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 Aug 18, 2017 $105.6 M
Size of Fund (Millions) as of Aug 18, 2017 $371.9 M
Share Class launch date Mar 01, 1994
Asset Class MultiAsset
Morningstar Category Target-Date 2020
Lipper Classification Mixed-Asset Target 2020 Funds
Benchmark Index LifePath Dynamic 2020 Custom Benchmark
CUSIP 066922873
Contractual End Date Apr 30, 2018
Max Offer Price as of Aug 18, 2017 $15.82
Open to New Investors Yes
Turnover Percent as of Jun 30, 2017 50%

Portfolio Characteristics

Portfolio Characteristics

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

Holdings

Holdings

as of Jul 31, 2017
Name Weight (%)
BLACKROCK COREALPHA BOND FUND 33.64
ACTIVE STOCK MASTER PORTFOLIO 25.04
ISHARES TIPS BOND ETF 7.42
INTERNATIONAL TILTS MASTER 6.69
MASTER TR LP DYNAMIC 2020 6.51
Name Weight (%)
BLACKROCK COMMODITY STRAT FUND 3.93
BLK ADV EM INST CLASS 3.58
BLK TACTICAL OPPORTUNITIES CLASS K 3.06
ISHS EDGE MSCI MULTIFACTOR USA ETF 2.44
ISHS EDG MSCI MULTIFCTR INTL ETF 2.11

Exposure Breakdowns

Exposure Breakdowns

as of Jul 31, 2017

% of Market Value

Type Fund
as of Jul 31, 2017

% of Market Value

Type Fund
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

Matthew O’Hara
Global Head of the Lifetime Asset Allocation Group

   

Philip Green
Managing Director, Head of Global Tactical Asset Allocation

  

Portfolio Manager

Literature

Literature

 

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How to Buy BlackRock Funds

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