Multi Asset

BLBIX

LifePath Smart Beta 2020 Fund

Overview

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Performance

Performance

  • Returns



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 08-Dec-2016 $0.1 M
Size of Fund (Millions) as of 08-Dec-2016 $25.0 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 LifePath Smart Beta 2020 Fund Custom Benchmark
CUSIP 09257E407
Net, Excluding Investment Related Expenses 0.10%
Gross Expense Ratio 1.22%
Contractual End Date 28-Feb-2018
Max Offer Price as of 08-Dec-2016 $10.21
Open to New Investors Yes
Turnover Percent as of 30-Nov-2016 45%

Holdings

Holdings

as of 30-Nov-2016
Name Weight (%)
ISHS EDG US FIXED INC BAL RISK ETF 28.99
ISHS EDG MSCI MINVOL EAFE ETF(USD) 18.85
ISHARES EDGE MSCI MIN VOL USA ETF 17.77
ISHS EDG MSCI MULTIFCTR INTL ETF 13.25
ISHARES TIPS BOND ETF 6.90
Name Weight (%)
ISHARES 20+ YEAR TREASURY BOND ETF 6.85
ISHS EDG MSCI MULTFCT USA SMCP ETF 3.53
ISHARES GLOBAL REIT ETF 2.94
ISHS EDGE MSCI MULTIFACTOR USA ETF 0.72

Exposure Breakdowns

Exposure Breakdowns

as of 30-Nov-2016

% of Market Value

as of 30-Nov-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

Matthew O'Hara
Global Head of the Lifetime Asset Allocation Group
Andrew Ang
Head of Factor Investing Strategies
Ked Hogan

  

Portfolio Manager

Literature

Literature

 

How to Buy BlackRock Funds

How to Buy BlackRock Funds

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