Multi Asset

BAPLX

LifePath Smart Beta 2055 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.
-9.88 5.33 3.37 - 6.12
-14.61 3.46 2.26 - 5.15
Benchmark (%) Index: LifePath Smart Beta 2055 Custom Benchmark.<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. -8.11 6.62 4.81 - 6.77
Morningstar Category Avg. (%) Target-Date 2055 -5.80 10.86 6.67 12.12 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 197/219 153/180 110/116 - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 4 4 - -
Lipper Category Avg. (%) Mixed-Asset Target 2055+ -8.54 6.16 4.34 10.04 -
Lipper Ranking Rankings are based on total return excluding sales charges. 332/400 219/260 110/115 - -
Lipper Quartile Rankings are based on total return excluding sales charges. 4 4 4 - -
  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.
-9.88 -6.83 -11.97 -9.88 16.87 18.00 - 41.47
-14.61 -11.72 -16.59 -14.61 10.73 11.80 - 34.04
Benchmark (%) Index: LifePath Smart Beta 2055 Custom Benchmark.<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. -8.11 -7.04 -11.81 -8.11 21.20 26.45 - 46.51
Morningstar Category Avg. (%) Target-Date 2055 7.73 7.73 1.97 -5.80 36.23 38.13 213.84 -
Lipper Category Avg. (%) Mixed-Asset Target 2055+ -8.54 -6.92 -12.27 -8.54 19.65 23.73 161.24 -
  2014 2015 2016 2017 2018
Total Return (%) Total return represents changes to the NAV and accounts for distributions from the fund. 3.37 -2.33 8.12 19.94 -9.88
Annual w/ Sales Charge (%) Max Sales Charge: - -2.06 -7.45 2.45 13.65 -14.61
Benchmark (%) Index: LifePath Smart Beta 2055 Custom Benchmark<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. 13.24 -2.12 8.64 21.42 -8.11
Morningstar Category Avg. (%) Target-Date 2055 5.49 -1.71 8.00 21.08 -8.44
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 Feb 15, 2019 $0.5 M
Size of Fund (Millions) as of Feb 15, 2019 $7.9 M
Share Class launch date Feb 28, 2013
Asset Class MultiAsset
Morningstar Category Target-Date 2055
Lipper Classification Mixed-Asset Target 2055+
Benchmark Index LifePath Smart Beta 2055 Custom Benchmark
CUSIP 09257E860
Max Offer Price as of Feb 15, 2019 $12.16
Open to New Investors No
Turnover Percent as of Jan 31, 2019 60%

Portfolio Characteristics

Portfolio Characteristics

R-Squared as of Jan 31, 2019 0.01
Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jan 31, 2019 $ 5,228.5 M
Best 3-Month Return Over the Last 3 Years 3 months ending May 31, 2016 10.02%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -11.97%
Fund Standard Deviation (3y) as of Jan 31, 2019 10.22
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 Jan 31, 2019 out of 259, 4,622, 260, 51 and 260 Funds, respectively in Lipper's Mixed-Asset Target 2055+ classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Nov 19, 2018) ‡

Holdings

Holdings

as of Dec 31, 2018
Name Weight (%)
ISHS EDGE MSCI MULTIFACTOR USA ETF 45.02
ISHS EDG MSCI MULTIFCTR INTL ETF 22.61
ISHARES GLOBAL REIT ETF 14.60
ISHARES CORE MSCI EMERGING MARKETS 5.95
BLACKROCK TOTAL FACTOR FUND- CLASS 5.01
Name Weight (%)
ISHARES EDGE MSCI MIN VOL USA ETF 2.40
ISHS EDG MSCI MULTFCT USA SMCP ETF 1.50
ISHS EDG MSCI MINVOL EAFE ETF(USD) 1.33
ISHARES EDGE HIGH YIELD DEFENSIVE 1.09
ISHS EDG MSCI MINVOL EMRG MKTS ETF 0.32

Exposure Breakdowns

Exposure Breakdowns

as of Dec 31, 2018

% of Market Value

Type Fund
Allocation subject to change
"Other" includes investments in the BlackRock Total Factor Fund (invests in equity, fixed income and other securities)
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
Co-Head of LifePath

   

Andrew Ang
Head of Factor Investing Strategies

   

Ked Hogan
Head of Investments for BlackRock’s Factor-Based Strategies Group

  

Portfolio Manager

Literature

Literature

 

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